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Advocate Investing Services’s Devon Energy DVN Stock Holding History

Advocate Investing Services’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 		$1.53K Buy
+37
New +$1.72K ﹤0.01% 399
2026
Q1 		– Sell
-15
Closed -$549 – 456
2025
Q4 		$549 Buy
+15
New +$524 ﹤0.01% 414

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

Advocate Investing Services's DVN Position: Q2 2026 in Review

Advocate Investing Services opened a new position in Devon Energy (DVN) in Q2 2026: 37 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Advocate Investing Services previously reported a position in DVN as recently as Q4 2025.

Advocate Investing Services first reported a position in DVN in Q4 2025 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Advocate Investing Services held 37 shares of Devon Energy worth $1.53K as of Q2 2026.
  • Devon Energy was a new Advocate Investing Services position in Q2 2026.
  • Devon Energy made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #399 holding.
  • Advocate Investing Services first reported a position in Devon Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.