AAS
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Avantax Advisory Services’s Devon Energy DVN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.63M Sell
82,764
-911
-1% -$29K 0.01% 675
2025
Q1 		$3.13M Buy
83,675
+7,827
+10% +$278K 0.02% 566
2024
Q4 		$2.48M Buy
75,848
+8,733
+13% +$329K 0.02% 622
2024
Q3 		$2.63M Buy
67,115
+440
+0.7% +$19.4K 0.02% 586
2024
Q2 		$3.16M Sell
66,675
-7,549
-10% -$375K 0.02% 510
2024
Q1 		$3.72M Sell
74,224
-35,803
-33% -$1.59M 0.03% 378
2023
Q4 		$4.98M Buy
110,027
+1,471
+1% +$67.3K 0.05% 283
2023
Q3 		$5.18M Buy
108,556
+825
+0.8% +$41.5K 0.06% 250
2023
Q2 		$5.21M Buy
107,731
+7,822
+8% +$393K 0.06% 244
2023
Q1 		$5.06M Buy
99,909
+19,946
+25% +$1.14M 0.06% 243
2022
Q4 		$4.92M Buy
79,963
+13,180
+20% +$898K 0.07% 228
2022
Q3 		$4.02M Buy
66,783
+12,370
+23% +$769K 0.06% 238
2022
Q2 		$3M Buy
54,413
+8,201
+18% +$536K 0.05% 296
2022
Q1 		$2.73M Sell
46,212
-23,614
-34% -$1.28M 0.04% 311
2021
Q4 		$3.08M Sell
69,826
-25,806
-27% -$1.07M 0.05% 286
2021
Q3 		$3.4M Buy
95,632
+15,500
+19% +$440K 0.06% 251
2021
Q2 		$2.34M Buy
80,132
+640
+0.8% +$16.5K 0.04% 300
2021
Q1 		$1.74M Buy
79,492
+40,635
+105% +$836K 0.04% 317
2020
Q4 		$615K Sell
38,857
-9,613
-20% -$119K 0.01% 495
2020
Q3 		$459K Buy
48,470
+6,278
+15% +$66.1K 0.01% 829
2020
Q2 		$479K Buy
+42,192
New +$481K 0.01% 493
2019
Q2 		– Sell
-6,409
Closed -$202K – 526
2019
Q1 		$202K Buy
+6,409
New +$179K 0.01% 464

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's DVN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Devon Energy (DVN) stake by 1.1% in Q2 2025, selling an estimated $29K and leaving 82,764 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #675.

Avantax Advisory Services first reported a position in DVN in Q1 2019 and has held it in 22 quarters since. The position peaked at $5.21M in Q2 2023. 1,104 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Avantax Advisory Services held 82,764 shares of Devon Energy worth $2.63M as of Q2 2025.
  • Avantax Advisory Services sold 911 Devon Energy shares in Q2 2025, an estimated $29K.
  • Devon Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #675 holding.
  • Avantax Advisory Services first reported a position in Devon Energy in Q1 2019 and has held it in 22 quarters since.
  • Avantax Advisory Services's Devon Energy position peaked at $5.21M in Q2 2023.
  • 1,104 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.