Coordinated Financial Services’s Devon Energy DVN Stock Holding History

Coordinated Financial Services’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 Q1	–	Sell	-8,759	Closed	-$321K	–	181
2025 Q4	$321K	Buy	8,759 +1,350	+18%	+$47.1K	0.18%	130
2025 Q3	$260K	Hold	7,409	–	–	0.17%	137
2025 Q2	$236K	Buy	7,409 +970	+15%	+$30.9K	0.16%	132
2025 Q1	$241K	Buy	+6,439	New	+$229K	0.18%	125

Other funds holding DVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM

Coordinated Financial Services's DVN Position: Q1 2026 in Review

Coordinated Financial Services sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 8,759 shares — an estimated $321K sold.

Coordinated Financial Services first reported a position in DVN in Q1 2025 and held it in 4 quarters. The position peaked at $321K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

Coordinated Financial Services reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
Coordinated Financial Services sold 8,759 Devon Energy shares in Q1 2026, an estimated $321K.
Coordinated Financial Services first reported a position in Devon Energy in Q1 2025 and held it in 4 quarters.
Coordinated Financial Services's Devon Energy position peaked at $321K in Q4 2025.
1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.