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Whipplewood Advisors’s Devon Energy DVN Stock Holding History

Whipplewood Advisors’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 		$1.65K Sell
40
-21
-34% -$973 ﹤0.01% 464
2026
Q1 		$3.07K Buy
61
+43
+239% +$1.84K ﹤0.01% 701
2025
Q4 		$659 Buy
+18
New +$628 ﹤0.01% 442
2025
Q3 		– Sell
-126
Closed -$4.01K – 553
2025
Q2 		$4.01K Buy
126
+107
+563% +$3.41K ﹤0.01% 739
2025
Q1 		$3.81K Sell
19
-102
-84% -$3.62K ﹤0.01% 754
2024
Q4 		$3.96K Buy
+121
New +$4.56K ﹤0.01% 742

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's DVN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Devon Energy (DVN) stake by 34% in Q2 2026, selling an estimated $973 and leaving 40 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Whipplewood Advisors first reported a position in DVN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01K in Q2 2025. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Whipplewood Advisors held 40 shares of Devon Energy worth $1.65K as of Q2 2026.
  • Whipplewood Advisors sold 21 Devon Energy shares in Q2 2026, an estimated $973.
  • Devon Energy made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #464 holding.
  • Whipplewood Advisors first reported a position in Devon Energy in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Devon Energy position peaked at $4.01K in Q2 2025.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.