Winch Advisory Services’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.2K Buy
296
+75
+34% +$3.48K ﹤0.01% 314
2026
Q1
$11.1K Buy
221
+1
+0.5% +$43 ﹤0.01% 307
2025
Q4
$8.04K Buy
220
+2
+0.9% +$70 ﹤0.01% 331
2025
Q3
$7.65K Buy
218
+1
+0.5% +$34 ﹤0.01% 331
2025
Q2
$6.89K Sell
217
-64
-23% -$2.04K ﹤0.01% 325
2025
Q1
$10.5K Hold
281
– – ﹤0.01% 279
2024
Q4
$9.19K Buy
281
+2
+0.7% +$75 ﹤0.01% 300
2024
Q3
$10.9K Sell
279
-53
-16% -$2.33K ﹤0.01% 257
2024
Q2
$15.7K Buy
332
+2
+0.6% +$99 ﹤0.01% 225
2024
Q1
$16.5K Buy
330
+3
+0.9% +$133 0.01% 224
2023
Q4
$14.8K Buy
327
+60
+22% +$2.75K ﹤0.01% 225
2023
Q3
$13K Buy
267
+3
+1% +$151 ﹤0.01% 230
2023
Q2
$13K Buy
264
+66
+33% +$3.32K ﹤0.01% 226
2023
Q1
$10K Buy
198
+3
+2% +$171 ﹤0.01% 252
2022
Q4
$12K Buy
195
+4
+2% +$273 0.01% 222
2022
Q3
$11K Sell
191
-217
-53% -$13.5K ﹤0.01% 213
2022
Q2
$22K Buy
408
+9
+2% +$588 0.01% 171
2022
Q1
$24K Buy
399
+6
+2% +$325 0.01% 190
2021
Q4
$17K Buy
393
+8
+2% +$333 0.01% 224
2021
Q3
$14K Sell
385
-183
-32% -$5.19K ﹤0.01% 242
2021
Q2
$17K Buy
568
+7
+1% +$181 0.01% 222
2021
Q1
$12K Buy
561
+7
+1% +$144 ﹤0.01% 232
2020
Q4
$9K Buy
+554
New +$6.86K ﹤0.01% 238
2017
Q2
– Sell
-2,173
Closed -$91K – 304
2017
Q1
$91K Buy
+2,173
New +$95.5K 0.06% 98
2015
Q2
– Sell
-67
Closed -$4K – 303
2015
Q1
$4K Buy
+67
New +$4.09K ﹤0.01% 203
2014
Q4
– Sell
-134
Closed -$9K – 77
2014
Q3
$9K Hold
134
– – 0.01% 144
2014
Q2
$11K Hold
134
– – 0.01% 157
2014
Q1
$9K Buy
+134
New +$8.32K 0.01% 183

Other funds holding DVN

Winch Advisory Services's DVN Position: Q2 2026 in Review

Winch Advisory Services increased its Devon Energy (DVN) stake by 34% in Q2 2026, buying an estimated $3.48K and bringing the position to 296 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Winch Advisory Services first reported a position in DVN in Q1 2014 and has held it in 28 quarters since. The position peaked at $91K in Q1 2017. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Winch Advisory Services held 296 shares of Devon Energy worth $12.2K as of Q2 2026.
  • Winch Advisory Services bought 75 Devon Energy shares in Q2 2026, an estimated $3.48K.
  • Devon Energy made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #314 holding.
  • Winch Advisory Services first reported a position in Devon Energy in Q1 2014 and has held it in 28 quarters since.
  • Winch Advisory Services's Devon Energy position peaked at $91K in Q1 2017.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.