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Wealth Management Associates’s Devon Energy DVN Stock Holding History

Wealth Management Associates’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
2025
Q3 		– Sell
-7,800
Closed -$248K – 235
2025
Q2 		$248K Buy
+7,800
New +$248K 0.1% 188
2023
Q2 		– Sell
-7,008
Closed -$355K – 194
2023
Q1 		$355K Buy
7,008
+6
+0.1% +$342 0.22% 103
2022
Q4 		$431K Buy
7,002
+1,891
+37% +$129K 0.29% 81
2022
Q3 		$307K Buy
5,111
+1,117
+28% +$69.4K 0.22% 124
2022
Q2 		$220K Buy
+3,994
New +$261K 0.15% 156

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Management Associates's DVN Position: Q3 2025 in Review

Wealth Management Associates sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 7,800 shares — an estimated $248K sold.

Wealth Management Associates first reported a position in DVN in Q2 2022 and held it in 5 quarters. The position peaked at $431K in Q4 2022. 1,102 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Wealth Management Associates reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Associates sold 7,800 Devon Energy shares in Q3 2025, an estimated $248K.
  • Wealth Management Associates first reported a position in Devon Energy in Q2 2022 and held it in 5 quarters.
  • Wealth Management Associates's Devon Energy position peaked at $431K in Q4 2022.
  • 1,102 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Wealth Management Associates's 13F filing for Q3 2025, filed 21 Oct 2025.