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Cornerstone Financial Management’s Devon Energy DVN Stock Holding History

Cornerstone Financial Management’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 		$18.5K Buy
447
+276
+161% +$12.8K 0.01% 291
2026
Q1 		$8.61K Buy
171
+11
+7% +$472 0.01% 347
2025
Q4 		$5.86K Buy
+160
New +$5.59K 0.01% 394

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

Cornerstone Financial Management's DVN Position: Q2 2026 in Review

Cornerstone Financial Management increased its Devon Energy (DVN) stake by 161% in Q2 2026, buying an estimated $12.8K and bringing the position to 447 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Cornerstone Financial Management first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Cornerstone Financial Management held 447 shares of Devon Energy worth $18.5K as of Q2 2026.
  • Cornerstone Financial Management bought 276 Devon Energy shares in Q2 2026, an estimated $12.8K.
  • Devon Energy made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #291 holding.
  • Cornerstone Financial Management first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.