WAG
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Wilkerson Advisory Group’s Devon Energy DVN Stock Holding History

Wilkerson Advisory Group’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 		$44.9K Buy
1,087
+189
+21% +$8.76K 0.01% 242
2026
Q1 		$45.2K Buy
898
+465
+107% +$19.9K 0.02% 215
2025
Q4 		$15.9K Buy
+433
New +$15.1K 0.01% 272

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

Wilkerson Advisory Group's DVN Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Devon Energy (DVN) stake by 21% in Q2 2026, buying an estimated $8.76K and bringing the position to 1,087 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #242.

Wilkerson Advisory Group first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.2K in Q1 2026. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wilkerson Advisory Group held 1,087 shares of Devon Energy worth $44.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 189 Devon Energy shares in Q2 2026, an estimated $8.76K.
  • Devon Energy made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #242 holding.
  • Wilkerson Advisory Group first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Devon Energy position peaked at $45.2K in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.