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Aspiriant LLC’s Devon Energy DVN Stock Holding History

Aspiriant LLC’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 		$421K Buy
10,194
+1,168
+13% +$54.1K 0.01% 271
2026
Q1 		$454K Buy
+9,026
New +$387K 0.01% 230
2025
Q3 		– Sell
-7,243
Closed -$230K – 301
2025
Q2 		$230K Buy
+7,243
New +$231K 0.01% 289

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

Aspiriant LLC's DVN Position: Q2 2026 in Review

Aspiriant LLC increased its Devon Energy (DVN) stake by 13% in Q2 2026, buying an estimated $54.1K and bringing the position to 10,194 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #271.

Aspiriant LLC first reported a position in DVN in Q2 2025 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Aspiriant LLC held 10,194 shares of Devon Energy worth $421K as of Q2 2026.
  • Aspiriant LLC bought 1,168 Devon Energy shares in Q2 2026, an estimated $54.1K.
  • Devon Energy made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #271 holding.
  • Aspiriant LLC first reported a position in Devon Energy in Q2 2025 and has held it in 3 quarters since.
  • Aspiriant LLC's Devon Energy position peaked at $454K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.