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Bell Investment Advisors’s Devon Energy DVN Stock Holding History

Bell 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 		$10.4K Buy
252
+87
+53% +$4.03K ﹤0.01% 696
2026
Q1 		$8.3K Hold
165
– – ﹤0.01% 758
2025
Q4 		$6.04K Buy
165
+71
+76% +$2.48K ﹤0.01% 900
2025
Q3 		$3.3K Sell
94
-135
-59% -$4.59K ﹤0.01% 1117
2025
Q2 		$7.29K Sell
229
-3
-1% -$96 ﹤0.01% 806
2025
Q1 		$8.68K Buy
232
+55
+31% +$1.95K ﹤0.01% 662
2024
Q4 		$5.79K Buy
177
+32
+22% +$1.21K ﹤0.01% 864
2024
Q3 		$5.67K Sell
145
-23
-14% -$1.01K ﹤0.01% 867
2024
Q2 		$7.96K Buy
168
+9
+6% +$448 ﹤0.01% 696
2024
Q1 		$7.98K Sell
159
-11
-6% -$488 ﹤0.01% 682
2023
Q4 		$7.7K Sell
170
-26
-13% -$1.19K ﹤0.01% 658
2023
Q3 		$9.35K Sell
196
-11
-5% -$554 ﹤0.01% 538
2023
Q2 		$10K Buy
207
+4
+2% +$201 ﹤0.01% 514
2023
Q1 		$10.3K Sell
203
-46
-18% -$2.62K ﹤0.01% 475
2022
Q4 		$15.3K Buy
249
+73
+41% +$4.98K ﹤0.01% 363
2022
Q3 		$11K Buy
176
+19
+12% +$1.18K ﹤0.01% 383
2022
Q2 		$9K Buy
+157
New +$10.3K ﹤0.01% 454
2021
Q4 		$4K Hold
97
– – ﹤0.01% 850
2021
Q3 		$3K Buy
+97
New +$2.75K ﹤0.01% 905

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

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

Bell Investment Advisors increased its Devon Energy (DVN) stake by 53% in Q2 2026, buying an estimated $4.03K and bringing the position to 252 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Bell Investment Advisors first reported a position in DVN in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.3K in Q4 2022. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Bell Investment Advisors held 252 shares of Devon Energy worth $10.4K as of Q2 2026.
  • Bell Investment Advisors bought 87 Devon Energy shares in Q2 2026, an estimated $4.03K.
  • Devon Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #696 holding.
  • Bell Investment Advisors first reported a position in Devon Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Devon Energy position peaked at $15.3K in Q4 2022.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.