Asset Planning Inc
DVN icon

Asset Planning Inc’s Devon Energy DVN Stock Holding History

Asset Planning Inc’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
Q3 		$67.1K Buy
1,458
+10
+0.7% +$459 0.04% 139
2026
Q2 		$59.8K Buy
1,448
+381
+36% +$17.7K 0.04% 150
2026
Q1 		$53.7K Buy
1,067
+5
+0.5% +$214 0.04% 148
2025
Q4 		$38.9K Sell
1,062
-393
-27% -$13.7K 0.03% 166
2025
Q3 		$51K Buy
1,455
+9
+0.6% +$306 0.04% 145
2025
Q2 		$46K Buy
1,446
+11
+0.8% +$350 0.03% 153
2025
Q1 		$53.7K Sell
1,435
-210
-13% -$7.46K 0.04% 140
2024
Q4 		$53.8K Buy
+1,645
New +$62K 0.04% 139

Other funds holding DVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Asset Planning Inc's DVN Position: Q3 2026 in Review

Asset Planning Inc increased its Devon Energy (DVN) stake by 0.69% in Q3 2026, buying an estimated $459 and bringing the position to 1,458 shares worth $67.1K. The position accounts for 0.04% of the portfolio, ranked #139.

Asset Planning Inc first reported a position in DVN in Q4 2024 and has held it in 8 quarters since. 1,261 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Asset Planning Inc held 1,458 shares of Devon Energy worth $67.1K as of Q3 2026.
  • Asset Planning Inc bought 10 Devon Energy shares in Q3 2026, an estimated $459.
  • Devon Energy made up 0.04% of Asset Planning Inc's portfolio in Q3 2026, its #139 holding.
  • Asset Planning Inc first reported a position in Devon Energy in Q4 2024 and has held it in 8 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.