Creative Planning’s Devon Energy DVN Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-1,000	Closed	-$1K	–	2213
2021 Q1	$1K	Buy	+1,000	New	+$20.6K	﹤0.01%	2582
2016 Q4	–	Sell	-500	Closed	-$3K	–	4663
2016 Q3	$3K	Buy	+500	New	+$20.3K	﹤0.01%	4082
2015 Q2	–	Sell	-400	Closed	-$1K	–	1584
2015 Q1	$1K	Buy	+400	New	+$24.4K	﹤0.01%	4014

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

Creative Planning's DVN Position: Q1 2026 in Review

Creative Planning increased its Devon Energy (DVN) stake by 25% in Q1 2026, buying an estimated $3.5M and bringing the position to 409,700 shares worth $20.6M. The position accounts for 0.01% of the portfolio, ranked #430.

Creative Planning first reported a position in DVN in Q2 2013 and has held it in 52 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

Creative Planning held 409,700 shares of Devon Energy worth $20.6M as of Q1 2026.
Creative Planning bought 81,523 Devon Energy shares in Q1 2026, an estimated $3.5M.
Devon Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #430 holding.
Creative Planning first reported a position in Devon Energy in Q2 2013 and has held it in 52 quarters since.
1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.