Creative Planning’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.6M | Buy |
548,051
+138,351
| +34% | +$6.41M | 0.01% | 466 |
|
|
2026
Q1 | $20.6M | Buy |
409,700
+81,523
| +25% | +$3.5M | 0.01% | 430 |
|
|
2025
Q4 | $12M | Buy |
328,177
+99,710
| +44% | +$3.48M | 0.01% | 548 |
|
|
2025
Q3 | $8.01M | Buy |
228,467
+81,685
| +56% | +$2.78M | 0.01% | 655 |
|
|
2025
Q2 | $4.67M | Sell |
146,782
-17,932
| -11% | -$571K | ﹤0.01% | 796 |
|
|
2025
Q1 | $6.16M | Buy |
164,714
+62,696
| +61% | +$2.23M | 0.01% | 641 |
|
|
2024
Q4 | $3.34M | Sell |
102,018
-30,188
| -23% | -$1.14M | ﹤0.01% | 842 |
|
|
2024
Q3 | $5.17M | Buy |
132,206
+33,249
| +34% | +$1.46M | 0.01% | 628 |
|
|
2024
Q2 | $4.69M | Buy |
98,957
+5,476
| +6% | +$272K | 0.01% | 637 |
|
|
2024
Q1 | $4.69M | Buy |
93,481
+7,034
| +8% | +$312K | 0.01% | 623 |
|
|
2023
Q4 | $3.92M | Buy |
86,447
+2,281
| +3% | +$104K | 0.01% | 640 |
|
|
2023
Q3 | $4.01M | Sell |
84,166
-3,608
| -4% | -$182K | 0.01% | 594 |
|
|
2023
Q2 | $4.24M | Buy |
87,774
+18,958
| +28% | +$953K | 0.01% | 567 |
|
|
2023
Q1 | $3.48M | Sell |
68,816
-1,174
| -2% | -$66.8K | 0.01% | 597 |
|
|
2022
Q4 | $4.31M | Buy |
69,990
+13,565
| +24% | +$925K | 0.01% | 526 |
|
|
2022
Q3 | $3.39M | Buy |
56,425
+4,188
| +8% | +$260K | 0.01% | 538 |
|
|
2022
Q2 | $2.88M | Buy |
52,237
+12,097
| +30% | +$790K | ﹤0.01% | 596 |
|
|
2022
Q1 | $2.37M | Buy |
40,140
+15,714
| +64% | +$851K | ﹤0.01% | 664 |
|
|
2021
Q4 | $1.08M | Sell |
24,426
-19,686
| -45% | -$819K | ﹤0.01% | 924 |
|
|
2021
Q3 | $1.57M | Buy |
44,112
+3,450
| +8% | +$97.8K | ﹤0.01% | 762 |
|
|
2021
Q2 | $1.19M | Sell |
40,662
-12,045
| -23% | -$311K | ﹤0.01% | 869 |
|
|
2021
Q1 | $1.15M | Buy |
52,707
+15,817
| +43% | +$326K | ﹤0.01% | 954 |
|
|
2020
Q4 | $583K | Buy |
36,890
+4,077
| +12% | +$50.5K | ﹤0.01% | 1231 |
|
|
2020
Q3 | $310K | Sell |
32,813
-496
| -1% | -$5.22K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $378K | Buy |
33,309
+889
| +3% | +$10.1K | ﹤0.01% | 1182 |
|
|
2020
Q1 | $224K | Buy |
32,420
+3,502
| +12% | +$63.3K | ﹤0.01% | 1337 |
|
|
2019
Q4 | $751K | Buy |
28,918
+520
| +2% | +$11.7K | ﹤0.01% | 921 |
|
|
2019
Q3 | $683K | Sell |
28,398
-1,875
| -6% | -$46.9K | ﹤0.01% | 913 |
|
|
2019
Q2 | $863K | Sell |
30,273
-18,321
| -38% | -$544K | ﹤0.01% | 816 |
|
|
2019
Q1 | $1.53M | Buy |
48,594
+12,878
| +36% | +$360K | 0.01% | 561 |
|
|
2018
Q4 | $805K | Sell |
35,716
-11,013
| -24% | -$338K | ﹤0.01% | 754 |
|
|
2018
Q3 | $1.87M | Buy |
46,729
+21,128
| +83% | +$899K | 0.01% | 498 |
|
|
2018
Q2 | $1.13M | Buy |
25,601
+4,589
| +22% | +$178K | ﹤0.01% | 692 |
|
|
2018
Q1 | $668K | Sell |
21,012
-26,977
| -56% | -$990K | ﹤0.01% | 936 |
|
|
2017
Q4 | $1.99M | Sell |
47,989
-25,241
| -34% | -$955K | 0.01% | 456 |
|
|
2017
Q3 | $2.69M | Sell |
73,230
-11,412
| -13% | -$370K | 0.01% | 383 |
|
|
2017
Q2 | $2.71M | Buy |
84,642
+46,457
| +122% | +$1.7M | 0.01% | 353 |
|
|
2017
Q1 | $1.59M | Sell |
38,185
-2,756
| -7% | -$121K | 0.01% | 501 |
|
|
2016
Q4 | $1.87M | Buy |
40,941
+4,545
| +12% | +$201K | 0.01% | 419 |
|
|
2016
Q3 | $1.6M | Sell |
36,396
-1,737
| -5% | -$70.5K | 0.01% | 441 |
|
|
2016
Q2 | $1.38M | Buy |
38,133
+418
| +1% | +$14.2K | 0.01% | 431 |
|
|
2016
Q1 | $1.03M | Sell |
37,715
-13,372
| -26% | -$325K | 0.01% | 493 |
|
|
2015
Q4 | $1.64M | Sell |
51,087
-3,431
| -6% | -$141K | 0.01% | 355 |
|
|
2015
Q3 | $2.02M | Buy |
54,518
+23,976
| +79% | +$1.1M | 0.02% | 297 |
|
|
2015
Q2 | $1.82M | Buy |
30,542
+3,199
| +12% | +$207K | 0.02% | 315 |
|
|
2015
Q1 | $1.65M | Sell |
27,343
-797
| -3% | -$48.6K | 0.02% | 326 |
|
|
2014
Q4 | $1.72M | Sell |
28,140
-1,386
| -5% | -$84K | 0.02% | 305 |
|
|
2014
Q3 | $2.01M | Sell |
29,526
-2,406
| -8% | -$179K | 0.02% | 242 |
|
|
2014
Q2 | $2.54M | Buy |
31,932
+3,795
| +13% | +$276K | 0.03% | 192 |
|
|
2014
Q1 | $1.88M | Buy |
28,137
+1,899
| +7% | +$118K | 0.03% | 206 |
|
|
2013
Q4 | $1.62M | Sell |
26,238
-883
| -3% | -$54.1K | 0.03% | 213 |
|
|
2013
Q3 | $1.57M | Buy |
27,121
+1,813
| +7% | +$104K | 0.03% | 189 |
|
|
2013
Q2 | $1.31M | Buy |
+25,308
| New | +$1.41M | 0.03% | 194 |
|
Other funds holding DVN
DSA
Creative Planning's DVN Position: Q2 2026 in Review
Creative Planning increased its Devon Energy (DVN) stake by 34% in Q2 2026, buying an estimated $6.41M and bringing the position to 548,051 shares worth $22.6M. The position accounts for 0.01% of the portfolio, ranked #466.
Creative Planning first reported a position in DVN in Q2 2013 and has held it in 53 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.
- Creative Planning held 548,051 shares of Devon Energy worth $22.6M as of Q2 2026.
- Creative Planning bought 138,351 Devon Energy shares in Q2 2026, an estimated $6.41M.
- Devon Energy made up 0.01% of Creative Planning's portfolio in Q2 2026, its #466 holding.
- Creative Planning first reported a position in Devon Energy in Q2 2013 and has held it in 53 quarters since.
- 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.