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Action Point Financial Planning’s Devon Energy DVN Stock Holding History

Action Point Financial Planning’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 		$75.1K Buy
+1,822
New +$84.4K 0.01% 688

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

Action Point Financial Planning's DVN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Devon Energy (DVN) in Q2 2026: 1,822 shares worth $75.1K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings.

1,456 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Action Point Financial Planning held 1,822 shares of Devon Energy worth $75.1K as of Q2 2026.
  • Devon Energy was a new Action Point Financial Planning position in Q2 2026.
  • Devon Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #688 holding.
  • 1,456 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.