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Crestwood Advisors Group’s Devon Energy DVN Stock Holding History

Crestwood Advisors 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 		$785K Buy
18,991
+9,962
+110% +$462K 0.01% 364
2026
Q1 		$454K Buy
9,029
+1,108
+14% +$47.5K 0.01% 448
2025
Q4 		$290K Buy
+7,921
New +$277K ﹤0.01% 527
2018
Q4 		– Sell
-1,300
Closed -$52K – 170
2018
Q3 		$52K Hold
1,300
– – ﹤0.01% 171
2018
Q2 		$55K Buy
+1,300
New +$50.4K ﹤0.01% 173
2017
Q4 		– Sell
-1,300
Closed -$48K – 194
2017
Q3 		$48K Hold
1,300
– – ﹤0.01% 161
2017
Q2 		$43K Buy
1,300
+1,000
+333% +$36.6K ﹤0.01% 154
2017
Q1 		$12K Buy
+300
New +$13.2K ﹤0.01% 424
2016
Q1 		– Sell
-81,478
Closed -$2.61M – 143
2015
Q4 		$2.61M Sell
81,478
-158,940
-66% -$6.52M 0.31% 54
2015
Q3 		$8.92M Buy
240,418
+24,666
+11% +$1.13M 1.16% 40
2015
Q2 		$12.8M Buy
215,752
+34,586
+19% +$2.24M 1.71% 27
2015
Q1 		$10.9M Buy
181,166
+19,483
+12% +$1.19M 1.56% 34
2014
Q4 		$9.9M Sell
161,683
-14,569
-8% -$883K 1.49% 35
2014
Q3 		$12M Buy
176,252
+2,654
+2% +$197K 1.88% 22
2014
Q2 		$13.8M Buy
173,598
+1,838
+1% +$134K 2.2% 15
2014
Q1 		$11.5M Buy
171,760
+9,844
+6% +$611K 1.88% 20
2013
Q4 		$10M Buy
161,916
+4,972
+3% +$305K 1.6% 26
2013
Q3 		$9.06M Buy
156,944
+9,201
+6% +$526K 1.59% 22
2013
Q2 		$7.67M Buy
+147,743
New +$8.23M 1.42% 27

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

Crestwood Advisors Group's DVN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Devon Energy (DVN) stake by 110% in Q2 2026, buying an estimated $462K and bringing the position to 18,991 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #364.

Crestwood Advisors Group first reported a position in DVN in Q2 2013 and has held it in 19 quarters since. The position peaked at $13.8M in Q2 2014. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Crestwood Advisors Group held 18,991 shares of Devon Energy worth $785K as of Q2 2026.
  • Crestwood Advisors Group bought 9,962 Devon Energy shares in Q2 2026, an estimated $462K.
  • Devon Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #364 holding.
  • Crestwood Advisors Group first reported a position in Devon Energy in Q2 2013 and has held it in 19 quarters since.
  • Crestwood Advisors Group's Devon Energy position peaked at $13.8M in Q2 2014.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.