CFFP
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Center for Financial Planning’s Devon Energy DVN Stock Holding History

Center for Financial Planning’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 		$42.6K Sell
1,030
-746
-42% -$34.6K ﹤0.01% 345
2026
Q1 		$89.4K Buy
1,776
+360
+25% +$15.4K 0.01% 246
2025
Q4 		$51.9K Sell
1,416
-650
-31% -$22.7K 0.01% 291
2025
Q3 		$72.4K Buy
2,066
+210
+11% +$7.15K 0.01% 267
2025
Q2 		$59K Buy
1,856
+746
+67% +$23.8K 0.01% 278
2025
Q1 		$41.5K Hold
1,110
– – 0.01% 299
2024
Q4 		$36.3K Sell
1,110
-6,730
-86% -$253K ﹤0.01% 298
2024
Q3 		$307K Sell
7,840
-120
-2% -$5.28K 0.04% 121
2024
Q2 		$377K Buy
7,960
+336
+4% +$16.7K 0.05% 104
2024
Q1 		$383K Hold
7,624
– – 0.06% 108
2023
Q4 		$345K Buy
7,624
+77
+1% +$3.52K 0.06% 106
2023
Q3 		$360K Buy
7,547
+328
+5% +$16.5K 0.08% 97
2023
Q2 		$349K Buy
7,219
+385
+6% +$19.4K 0.07% 97
2023
Q1 		$346K Sell
6,834
-36
-0.5% -$2.05K 0.08% 99
2022
Q4 		$423K Buy
6,870
+835
+14% +$56.9K 0.1% 82
2022
Q3 		$363K Hold
6,035
– – 0.1% 85
2022
Q2 		$333K Buy
6,035
+191
+3% +$12.5K 0.08% 94
2022
Q1 		$346K Buy
5,844
+284
+5% +$15.4K 0.07% 102
2021
Q4 		$245K Buy
5,560
+214
+4% +$8.9K 0.05% 121
2021
Q3 		$190K Buy
+5,346
New +$152K 0.05% 128

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Center for Financial Planning's DVN Position: Q2 2026 in Review

Center for Financial Planning reduced its Devon Energy (DVN) stake by 42% in Q2 2026, selling an estimated $34.6K and leaving 1,030 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Center for Financial Planning first reported a position in DVN in Q3 2021 and has held it in 20 quarters since. The position peaked at $423K in Q4 2022. 401 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Center for Financial Planning held 1,030 shares of Devon Energy worth $42.6K as of Q2 2026.
  • Center for Financial Planning sold 746 Devon Energy shares in Q2 2026, an estimated $34.6K.
  • Devon Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #345 holding.
  • Center for Financial Planning first reported a position in Devon Energy in Q3 2021 and has held it in 20 quarters since.
  • Center for Financial Planning's Devon Energy position peaked at $423K in Q4 2022.
  • 401 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.