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AssuredPartners Investment Advisors’s Devon Energy DVN Stock Holding History

AssuredPartners Investment Advisors’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 		$3.75M Buy
90,693
+73,828
+438% +$3.42M 0.36% 73
2026
Q1 		$837K Buy
+16,865
New +$723K 0.09% 206

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's DVN Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Devon Energy (DVN) stake by 438% in Q2 2026, buying an estimated $3.42M and bringing the position to 90,693 shares worth $3.75M. The position accounts for 0.36% of the portfolio, ranked #73.

AssuredPartners Investment Advisors first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • AssuredPartners Investment Advisors held 90,693 shares of Devon Energy worth $3.75M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 73,828 Devon Energy shares in Q2 2026, an estimated $3.42M.
  • Devon Energy made up 0.36% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • AssuredPartners Investment Advisors first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.