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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
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 		$9.82K Buy
+153
New +$10.4K ﹤0.01% 656

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

Cornerstone Planning Group's DVN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Devon Energy (DVN) stake by 88% in Q2 2026, buying an estimated $4.17K and bringing the position to 192 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Cornerstone Planning Group first reported a position in DVN in Q4 2022 and has held it in 13 quarters since. The position peaked at $65.9K in Q1 2024. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Cornerstone Planning Group held 192 shares of Devon Energy worth $8.63K as of Q2 2026.
  • Cornerstone Planning Group bought 90 Devon Energy shares in Q2 2026, an estimated $4.17K.
  • Devon Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #936 holding.
  • Cornerstone Planning Group first reported a position in Devon Energy in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Devon Energy position peaked at $65.9K in Q1 2024.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.