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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
2018
Q4 		– Sell
-4,000
Closed -$160K – 169
2018
Q3 		$160K Hold
4,000
– – 0.01% 164
2018
Q2 		$168K Buy
+4,000
New +$155K 0.01% 167
2017
Q4 		– Sell
-28,000
Closed -$1.03M – 193
2017
Q3 		$1.03M Hold
28,000
– – 0.09% 74
2017
Q2 		$930K Hold
28,000
– – 0.08% 80
2017
Q1 		$1.09M Buy
+28,000
New +$1.23M 0.1% 73

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.