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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
Q2 		$486K Sell
11,764
-294
-2% -$13.6K 0.02% 683
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 0.01% 666
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Western Wealth Management's DVN Position: Q2 2026 in Review

Western Wealth Management reduced its Devon Energy (DVN) stake by 2.4% in Q2 2026, selling an estimated $13.6K and leaving 11,764 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #683.

Western Wealth Management first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Western Wealth Management held 11,764 shares of Devon Energy worth $486K as of Q2 2026.
  • Western Wealth Management sold 294 Devon Energy shares in Q2 2026, an estimated $13.6K.
  • Devon Energy made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #683 holding.
  • Western Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • Western Wealth Management's Devon Energy position peaked at $2.41M in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.