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Claro Advisors’s Devon Energy DVN Stock Holding History

Claro 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 		$272K Buy
+6,594
New +$306K 0.03% 428
2019
Q1 		– Sell
-86
Closed -$3K – 356
2018
Q4 		$3K Buy
+86
New +$2.64K ﹤0.01% 854

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

Claro Advisors's DVN Position: Q2 2026 in Review

Claro Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 6,594 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings. This is a return to the name: Claro Advisors previously reported a position in DVN as recently as Q4 2018.

Claro Advisors first reported a position in DVN in Q4 2018 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Claro Advisors held 6,594 shares of Devon Energy worth $272K as of Q2 2026.
  • Devon Energy was a new Claro Advisors position in Q2 2026.
  • Devon Energy made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #428 holding.
  • Claro Advisors first reported a position in Devon Energy in Q4 2018 and has held it in 2 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.