Wealthspire Advisors (New York)’s Devon Energy DVN Stock Holding History

Wealthspire Advisors (New York)’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	$344K	Buy	+8,317	New	+$385K	﹤0.01%	948
2026 Q1	–	Sell	-6,240	Closed	-$229K	–	983
2025 Q4	$229K	Buy	6,240 +5,719	+1,098%	+$200K	﹤0.01%	914
2025 Q3	$18.3K	Buy	+521	New	+$17.7K	﹤0.01%	1725
2024 Q1	–	Sell	-4,584	Closed	-$208K	–	650
2023 Q4	$208K	Buy	+4,584	New	+$210K	﹤0.01%	611
2023 Q3	–	Sell	-7,814	Closed	-$378K	–	602
2023 Q2	$378K	Buy	7,814 +466	+6%	+$23.4K	0.01%	417
2023 Q1	$372K	Buy	7,348 +3,069	+72%	+$175K	0.01%	402
2022 Q4	$263K	Buy	+4,279	New	+$292K	﹤0.01%	481
2021 Q2	–	Sell	-22,994	Closed	-$502K	–	458
2021 Q1	$502K	Buy	22,994 +769	+3%	+$15.8K	0.01%	396
2020 Q4	$351K	Buy	22,225 +7,595	+52%	+$94.1K	0.01%	384
2020 Q3	$138K	Buy	14,630 +1,820	+14%	+$19.2K	0.01%	310
2020 Q2	$145K	Buy	12,810 +446	+4%	+$5.09K	0.01%	266
2020 Q1	$85K	Buy	+12,364	New	+$223K	﹤0.01%	525
2019 Q1	–	Sell	-402	Closed	-$9K	–	250
2018 Q4	$9K	Buy	+402	New	+$12.4K	﹤0.01%	522

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s DVN Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Devon Energy (DVN) in Q2 2026: 8,317 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DVN as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in DVN in Q4 2018 and has held it in 13 quarters since. The position peaked at $502K in Q1 2021. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Wealthspire Advisors (New York) held 8,317 shares of Devon Energy worth $344K as of Q2 2026.
Devon Energy was a new Wealthspire Advisors (New York) position in Q2 2026.
Devon Energy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #948 holding.
Wealthspire Advisors (New York) first reported a position in Devon Energy in Q4 2018 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Devon Energy position peaked at $502K in Q1 2021.
1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.