Avantax Planning Partners’s Devon Energy DVN Stock Holding History

Avantax Planning Partners’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	$258K	Buy	+6,233	New	+$289K	0.01%	392
2024 Q3	–	Sell	-5,155	Closed	-$244K	–	451
2024 Q2	$244K	Buy	5,155 +215	+4%	+$10.7K	0.01%	401
2024 Q1	$248K	Sell	4,940 -2,836	-36%	-$126K	0.01%	398
2023 Q4	$352K	Buy	+7,776	New	+$356K	0.01%	279
2018 Q4	–	Sell	-1,720	Closed	-$69K	–	514
2018 Q3	$69K	Buy	+1,720	New	+$73.2K	0.01%	414
2018 Q2	–	Sell	-1,772	Closed	-$56K	–	546
2018 Q1	$56K	Buy	+1,772	New	+$65K	﹤0.01%	512
2017 Q3	–	Sell	-7,048	Closed	-$225K	–	366
2017 Q2	$225K	Buy	7,048 +96	+1%	+$3.51K	0.02%	310
2017 Q1	$290K	Buy	6,952 +120	+2%	+$5.28K	0.03%	244
2016 Q4	$312K	Buy	+6,832	New	+$302K	0.03%	222

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's DVN Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Devon Energy (DVN) in Q2 2026: 6,233 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in DVN as recently as Q2 2024.

Avantax Planning Partners first reported a position in DVN in Q4 2016 and has held it in 9 quarters since. The position peaked at $352K in Q4 2023. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Avantax Planning Partners held 6,233 shares of Devon Energy worth $258K as of Q2 2026.
Devon Energy was a new Avantax Planning Partners position in Q2 2026.
Devon Energy made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #392 holding.
Avantax Planning Partners first reported a position in Devon Energy in Q4 2016 and has held it in 9 quarters since.
Avantax Planning Partners's Devon Energy position peaked at $352K in Q4 2023.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.