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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Wealth Forward LLC's DVN Position: Q1 2026 in Review

Wealth Forward LLC reduced its Devon Energy (DVN) stake by 1.7% in Q1 2026, selling an estimated $5.02K and leaving 6,890 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #30.

Wealth Forward LLC first reported a position in DVN in Q4 2023 and has held it in 10 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Wealth Forward LLC held 6,890 shares of Devon Energy worth $347K as of Q1 2026.
  • Wealth Forward LLC sold 117 Devon Energy shares in Q1 2026, an estimated $5.02K.
  • Devon Energy made up 0.2% of Wealth Forward LLC's portfolio in Q1 2026, its #30 holding.
  • Wealth Forward LLC first reported a position in Devon Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.