Western Wealth Management’s Devon Energy DVN Stock Holding History

Western Wealth Management’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	$607K	Buy	12,058 +5	+0%	+$214	0.02%	585
2025 Q4	$441K	Sell	12,053 -19	-0.2%	-$663	0.02%	548
2025 Q3	$423K	Buy	12,072 +4,668	+63%	+$159K	0.02%	485
2025 Q2	$236K	Sell	7,404 -308	-4%	-$9.81K	0.01%	633
2025 Q1	$288K	Buy	7,712 +290	+4%	+$10.3K	0.02%	542
2024 Q4	$243K	Sell	7,422 -1,678	-18%	-$63.2K	0.02%	582
2024 Q3	$356K	Buy	9,100 +124	+1%	+$5.46K	0.02%	550
2024 Q2	$425K	Buy	8,976 +368	+4%	+$18.3K	0.03%	406
2024 Q1	$432K	Sell	8,608 -55	-0.6%	-$2.44K	0.03%	406
2023 Q4	$392K	Buy	8,663 +499	+6%	+$22.8K	0.03%	469
2023 Q3	$389K	Sell	8,164 -1,881	-19%	-$94.7K	0.03%	442
2023 Q2	$486K	Buy	10,045 +432	+4%	+$21.7K	0.04%	377
2023 Q1	$487K	Sell	9,613 -4,890	-34%	-$278K	0.05%	376
2022 Q4	$892K	Sell	14,503 -3,631	-20%	-$248K	0.09%	239
2022 Q3	$1.09M	Sell	18,134 -20,724	-53%	-$1.29M	0.06%	290
2022 Q2	$2.14M	Sell	38,858 -1,945	-5%	-$127K	0.12%	173
2022 Q1	$2.41M	Buy	40,803 +33,765	+480%	+$1.83M	0.12%	179
2021 Q4	$309K	Buy	+7,038	New	+$293K	0.03%	461

Other funds holding DVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM

Western Wealth Management's DVN Position: Q1 2026 in Review

Western Wealth Management increased its Devon Energy (DVN) stake by 0.04% in Q1 2026, buying an estimated $214 and bringing the position to 12,058 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #585.

Western Wealth Management first reported a position in DVN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q1 2022. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

Western Wealth Management held 12,058 shares of Devon Energy worth $607K as of Q1 2026.
Western Wealth Management bought 5 Devon Energy shares in Q1 2026, an estimated $214.
Devon Energy made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #585 holding.
Western Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 18 quarters since.
Western Wealth Management's Devon Energy position peaked at $2.41M in Q1 2022.
1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.