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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s DVN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 6,240 shares — an estimated $229K sold.

Wealthspire Advisors (New York) first reported a position in DVN in Q4 2018 and held it in 12 quarters. The position peaked at $502K in Q1 2021. 1,251 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,240 Devon Energy shares in Q1 2026, an estimated $229K.
  • Wealthspire Advisors (New York) first reported a position in Devon Energy in Q4 2018 and held it in 12 quarters.
  • Wealthspire Advisors (New York)'s Devon Energy position peaked at $502K in Q1 2021.
  • 1,251 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.