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
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

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. 1,469 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.
  • 1,469 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.