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Custom Index Systems’s Devon Energy DVN Stock Holding History

Custom Index Systems’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 		$297K Buy
7,176
+1,731
+32% +$80.2K 0.11% 206
2026
Q1 		$274K Sell
5,445
-975
-15% -$41.8K 0.12% 212
2025
Q4 		$235K Sell
6,420
-527
-8% -$18.4K 0.1% 219
2025
Q3 		$244K Hold
6,947
– – 0.07% 243
2025
Q2 		$221K Hold
6,947
– – 0.11% 224
2025
Q1 		$260K Buy
+6,947
New +$247K 0.13% 228

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

Custom Index Systems's DVN Position: Q2 2026 in Review

Custom Index Systems increased its Devon Energy (DVN) stake by 32% in Q2 2026, buying an estimated $80.2K and bringing the position to 7,176 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #206.

Custom Index Systems first reported a position in DVN in Q1 2025 and has held it in 6 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Custom Index Systems held 7,176 shares of Devon Energy worth $297K as of Q2 2026.
  • Custom Index Systems bought 1,731 Devon Energy shares in Q2 2026, an estimated $80.2K.
  • Devon Energy made up 0.11% of Custom Index Systems's portfolio in Q2 2026, its #206 holding.
  • Custom Index Systems first reported a position in Devon Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.