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Choate Investment Advisors’s Devon Energy DVN Stock Holding History

Choate 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 		$427K Buy
10,329
+4,922
+91% +$228K 0.01% 343
2026
Q1 		$272K Sell
5,407
-2,125
-28% -$91.1K 0.01% 389
2025
Q4 		$276K Buy
+7,532
New +$263K 0.01% 382
2024
Q4 		– Sell
-7,162
Closed -$280K – 404
2024
Q3 		$280K Buy
+7,162
New +$315K 0.01% 326
2023
Q4 		– Sell
-4,817
Closed -$230K – 392
2023
Q3 		$230K Buy
+4,817
New +$243K 0.01% 331

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

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

Choate Investment Advisors increased its Devon Energy (DVN) stake by 91% in Q2 2026, buying an estimated $228K and bringing the position to 10,329 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #343.

Choate Investment Advisors first reported a position in DVN in Q3 2023 and has held it in 5 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Choate Investment Advisors held 10,329 shares of Devon Energy worth $427K as of Q2 2026.
  • Choate Investment Advisors bought 4,922 Devon Energy shares in Q2 2026, an estimated $228K.
  • Devon Energy made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Choate Investment Advisors first reported a position in Devon Energy in Q3 2023 and has held it in 5 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.