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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

DVN holding history

Devon Energy Corp in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DVN overviewAll 13F holders of DVNFull Q2 2026 holdings

Shares (Q2 2026)
4,855
Value
$200.6K
% of portfolio
0.1%
Quarters held
9
Since Q4 2022
Holdings of DVN by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,855$200.6K0.1%00.0%UnchangedHolders
Q1 20264,855$244.3K0.1%+4,855NewHolders
Q3 20240$00.0%−5,764−100.0%Sold outHolders
Q2 20245,764$273.2K0.1%−1,566−21.4%ReducedHolders
Q1 20247,330$367.8K0.2%−500−6.4%ReducedHolders
Q4 20237,830$354.7K0.2%00.0%UnchangedHolders
Q3 20237,830$373.5K0.2%00.0%UnchangedHolders
Q2 20237,830$378.5K0.2%+700+9.8%AddedHolders
Q1 20237,130$360.8K0.3%00.0%UnchangedHolders
Q4 20227,130$438.6K0.3%–No prior filingHolders