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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
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 $6.73T 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

Asset Planning Inc's DVN Position: Q2 2026 in Review

Asset Planning Inc increased its Devon Energy (DVN) stake by 36% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,448 shares worth $59.8K. The position accounts for 0.04% of the portfolio, ranked #150.

Asset Planning Inc first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Asset Planning Inc held 1,448 shares of Devon Energy worth $59.8K as of Q2 2026.
  • Asset Planning Inc bought 381 Devon Energy shares in Q2 2026, an estimated $17.7K.
  • Devon Energy made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #150 holding.
  • Asset Planning Inc first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.