Bank Julius Baer & Co
DVN icon

Bank Julius Baer & Co’s Devon Energy DVN Stock Holding History

Bank Julius Baer & Co’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 		$762K Sell
18,136
-69,331
-79% -$3.21M ﹤0.01% 419
2026
Q1 		$4.5M Buy
+87,467
New +$3.75M 0.01% 245
2021
Q4 		– Sell
-11,800
Closed -$419K – 847
2021
Q3 		$419K Sell
11,800
-30,098
-72% -$854K ﹤0.01% 452
2021
Q2 		$1.22M Sell
41,898
-7,101
-14% -$184K 0.01% 327
2021
Q1 		$1.07M Buy
+48,999
New +$1.01M 0.01% 330

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

Bank Julius Baer & Co's DVN Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Devon Energy (DVN) stake by 79% in Q2 2026, selling an estimated $3.21M and leaving 18,136 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Bank Julius Baer & Co first reported a position in DVN in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.5M in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Bank Julius Baer & Co held 18,136 shares of Devon Energy worth $762K as of Q2 2026.
  • Bank Julius Baer & Co sold 69,331 Devon Energy shares in Q2 2026, an estimated $3.21M.
  • Devon Energy made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #419 holding.
  • Bank Julius Baer & Co first reported a position in Devon Energy in Q1 2021 and has held it in 5 quarters since.
  • Bank Julius Baer & Co's Devon Energy position peaked at $4.5M in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.