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Atria Investments’s Devon Energy DVN Stock Holding History

Atria Investments’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 		$2.77M Buy
66,995
+51,839
+342% +$2.4M 0.03% 608
2026
Q1 		$763K Sell
15,156
-1,701
-10% -$72.9K 0.01% 1214
2025
Q4 		$617K Sell
16,857
-30,181
-64% -$1.05M 0.01% 1315
2025
Q3 		$1.65M Sell
47,038
-4,670
-9% -$159K 0.02% 803
2025
Q2 		$1.64M Sell
51,708
-1,578
-3% -$50.3K 0.02% 807
2025
Q1 		$1.99M Buy
53,286
+17,029
+47% +$604K 0.03% 708
2024
Q4 		$1.19M Sell
36,257
-48,733
-57% -$1.84M 0.01% 895
2024
Q3 		$3.32M Buy
84,990
+3,393
+4% +$149K 0.04% 487
2024
Q2 		$3.87M Buy
81,597
+3,283
+4% +$163K 0.05% 419
2024
Q1 		$3.93M Buy
78,314
+31,767
+68% +$1.41M 0.05% 410
2023
Q4 		$2.11M Sell
46,547
-8,092
-15% -$370K 0.03% 579
2023
Q3 		$2.61M Buy
54,639
+21,400
+64% +$1.08M 0.05% 475
2023
Q2 		$1.61M Sell
33,239
-2,420
-7% -$122K 0.03% 635
2023
Q1 		$1.8M Sell
35,659
-16,860
-32% -$960K 0.03% 574
2022
Q4 		$3.23M Buy
52,519
+312
+0.6% +$21.3K 0.07% 363
2022
Q3 		$3.14M Sell
52,207
-3,664
-7% -$228K 0.07% 341
2022
Q2 		$3.08M Buy
55,871
+14,985
+37% +$979K 0.06% 370
2022
Q1 		$2.42M Sell
40,886
-4,491
-10% -$243K 0.04% 490
2021
Q4 		$2M Buy
45,377
+3,285
+8% +$137K 0.04% 566
2021
Q3 		$1.5M Buy
42,092
+1,837
+5% +$52.1K 0.03% 645
2021
Q2 		$1.18M Buy
+40,255
New +$1.04M 0.02% 701
2019
Q2 		– Sell
-9,807
Closed -$310K – 996
2019
Q1 		$310K Buy
+9,807
New +$274K 0.01% 694

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

Atria Investments's DVN Position: Q2 2026 in Review

Atria Investments increased its Devon Energy (DVN) stake by 342% in Q2 2026, buying an estimated $2.4M and bringing the position to 66,995 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #608.

Atria Investments first reported a position in DVN in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.93M in Q1 2024. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Atria Investments held 66,995 shares of Devon Energy worth $2.77M as of Q2 2026.
  • Atria Investments bought 51,839 Devon Energy shares in Q2 2026, an estimated $2.4M.
  • Devon Energy made up 0.03% of Atria Investments's portfolio in Q2 2026, its #608 holding.
  • Atria Investments first reported a position in Devon Energy in Q1 2019 and has held it in 22 quarters since.
  • Atria Investments's Devon Energy position peaked at $3.93M in Q1 2024.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.