WPW
DVN icon

Winthrop Partners - WNY’s Devon Energy DVN Stock Holding History

Winthrop Partners - WNY’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 		– Sell
-4,329
Closed -$218K – 90
2026
Q1 		$218K Buy
+4,329
New +$186K 0.12% 84
2019
Q2 		– Sell
-204
Closed -$6.43K – 230
2019
Q1 		$6.43K Buy
+204
New +$5.7K 0.01% 210

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

Winthrop Partners - WNY's DVN Position: Q2 2026 in Review

Winthrop Partners - WNY sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 4,329 shares — an estimated $218K sold.

Winthrop Partners - WNY first reported a position in DVN in Q1 2019 and held it in 2 quarters. The position peaked at $218K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Winthrop Partners - WNY reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Winthrop Partners - WNY sold 4,329 Devon Energy shares in Q2 2026, an estimated $218K.
  • Winthrop Partners - WNY first reported a position in Devon Energy in Q1 2019 and held it in 2 quarters.
  • Winthrop Partners - WNY's Devon Energy position peaked at $218K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.