Cornerstone Planning Group
DVN icon

Cornerstone Planning Group’s Devon Energy DVN Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-192
Closed -$8.63K – 585
2026
Q2 		$8.63K Buy
192
+90
+88% +$4.17K ﹤0.01% 936
2026
Q1 		$5.16K Buy
102
+66
+183% +$2.83K ﹤0.01% 1073
2025
Q4 		$1.43K Sell
36
-118
-77% -$4.12K ﹤0.01% 1259
2025
Q3 		$10.5K Buy
154
+120
+353% +$4.08K ﹤0.01% 768
2025
Q2 		$1.1K Sell
34
-24
-41% -$764 ﹤0.01% 1093
2025
Q1 		$1.8K Buy
58
+47
+427% +$1.67K ﹤0.01% 1008
2024
Q4 		$389 Sell
11
-8
-42% -$301 ﹤0.01% 1209
2024
Q3 		$725 Sell
19
-33
-63% -$1.45K ﹤0.01% 1013
2024
Q2 		$2.16K Sell
52
-1,252
-96% -$62.3K ﹤0.01% 750
2024
Q1 		$65.9K Buy
1,304
+1,303
+130,300% +$57.8K 0.02% 142
2023
Q4 		$45 Hold
1
– – ﹤0.01% 924
2023
Q3 		$48 Buy
+1
New +$50 ﹤0.01% 1145
2022
Q4 		$9.8K Buy
+153
New +$10.4K ﹤0.01% 656

Other funds holding DVN

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Cornerstone Planning Group's DVN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Devon Energy (DVN) in Q3 2026, closing a stake of 192 shares — an estimated $8.63K sold.

Cornerstone Planning Group first reported a position in DVN in Q4 2022 and held it in 13 quarters. The position peaked at $65.9K in Q1 2024. 374 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Devon Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 192 Devon Energy shares in Q3 2026, an estimated $8.63K.
  • Cornerstone Planning Group first reported a position in Devon Energy in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Devon Energy position peaked at $65.9K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.