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Wealth Forward LLC’s Devon Energy DVN Stock Holding History

Wealth Forward LLC’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,890
Closed -$347K – 50
2026
Q1 		$347K Sell
6,890
-117
-2% -$5.02K 0.2% 30
2025
Q4 		$257K Sell
7,007
-353
-5% -$12.3K 0.15% 39
2025
Q3 		$258K Buy
7,360
+156
+2% +$5.31K 0.15% 35
2025
Q2 		$229K Hold
7,204
– – 0.15% 32
2025
Q1 		$269K Buy
7,204
+300
+4% +$10.6K 0.19% 27
2024
Q4 		$226K Buy
6,904
+687
+11% +$25.9K 0.16% 30
2024
Q3 		$243K Sell
6,217
-43
-0.7% -$1.89K 0.17% 29
2024
Q2 		$297K Sell
6,260
-173
-3% -$8.6K 0.23% 27
2024
Q1 		$323K Sell
6,433
-92
-1% -$4.08K 0.25% 28
2023
Q4 		$296K Buy
+6,525
New +$299K 0.25% 27

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Forward LLC's DVN Position: Q2 2026 in Review

Wealth Forward LLC sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 6,890 shares — an estimated $347K sold.

Wealth Forward LLC first reported a position in DVN in Q4 2023 and held it in 10 quarters. The position peaked at $347K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wealth Forward LLC reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Forward LLC sold 6,890 Devon Energy shares in Q2 2026, an estimated $347K.
  • Wealth Forward LLC first reported a position in Devon Energy in Q4 2023 and held it in 10 quarters.
  • Wealth Forward LLC's Devon Energy position peaked at $347K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.