CI
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CX Institutional’s Devon Energy DVN Stock Holding History

CX Institutional’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
Q3 		$952K Buy
20,678
+533
+3% +$24.5K 0.03% 337
2026
Q2 		$832K Buy
20,145
+9,806
+95% +$454K 0.02% 362
2026
Q1 		$520K Buy
10,339
+949
+10% +$40.7K 0.02% 452
2025
Q4 		$344K Buy
9,390
+584
+7% +$20.4K 0.01% 529
2025
Q3 		$309K Buy
8,806
+586
+7% +$19.9K 0.01% 561
2025
Q2 		$261K Sell
8,220
-4,472
-35% -$142K 0.01% 546
2025
Q1 		$475K Buy
12,692
+7,018
+124% +$249K 0.02% 375
2024
Q4 		$186K Sell
5,674
-17,658
-76% -$665K 0.01% 519
2024
Q3 		$913K Sell
23,332
-56,042
-71% -$2.47M 0.04% 301
2024
Q2 		$3.76M Buy
79,374
+1,403
+2% +$69.8K 0.18% 133
2024
Q1 		$3.91M Buy
77,971
+72,335
+1,283% +$3.21M 0.19% 133
2023
Q4 		$255K Buy
+5,636
New +$258K 0.01% 440
2023
Q3 		– Sell
-63,203
Closed -$3.06M – 492
2023
Q2 		$3.06M Buy
+63,203
New +$3.18M 0.16% 184
2023
Q1 		– Sell
-56,161
Closed -$3.45M – 500
2022
Q4 		$3.45M Buy
56,161
+4,456
+9% +$304K 0.21% 139
2022
Q3 		$3.11M Buy
51,705
+39,655
+329% +$2.46M 0.22% 115
2022
Q2 		$664K Sell
12,050
-366
-3% -$23.9K 0.05% 280
2022
Q1 		$734K Buy
+12,416
New +$672K 0.06% 243
2021
Q4 		– Sell
-772
Closed -$27K – 481
2021
Q3 		$27K Buy
772
+78
+11% +$2.21K ﹤0.01% 688
2021
Q2 		$20K Buy
694
+223
+47% +$5.76K ﹤0.01% 738
2021
Q1 		$10K Buy
471
+133
+39% +$2.74K ﹤0.01% 760
2020
Q4 		$5K Buy
338
+74
+28% +$917 ﹤0.01% 781
2020
Q3 		$2K Buy
264
+12
+5% +$126 ﹤0.01% 804
2020
Q2 		$3K Buy
252
+43
+21% +$490 ﹤0.01% 710
2020
Q1 		$1K Buy
209
+123
+143% +$2.22K ﹤0.01% 713
2019
Q4 		$2K Buy
86
+27
+46% +$608 ﹤0.01% 662
2019
Q3 		$1K Buy
59
+22
+59% +$551 ﹤0.01% 762
2019
Q2 		$1K Sell
37
-71
-66% -$2.11K ﹤0.01% 834
2019
Q1 		$3K Buy
+108
New +$3.02K ﹤0.01% 622

Other funds holding DVN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional's DVN Position: Q3 2026 in Review

CX Institutional increased its Devon Energy (DVN) stake by 2.6% in Q3 2026, buying an estimated $24.5K and bringing the position to 20,678 shares worth $952K. The position accounts for 0.03% of the portfolio, ranked #337.

CX Institutional first reported a position in DVN in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.91M in Q1 2024. 60 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • CX Institutional held 20,678 shares of Devon Energy worth $952K as of Q3 2026.
  • CX Institutional bought 533 Devon Energy shares in Q3 2026, an estimated $24.5K.
  • Devon Energy made up 0.03% of CX Institutional's portfolio in Q3 2026, its #337 holding.
  • CX Institutional first reported a position in Devon Energy in Q1 2019 and has held it in 28 quarters since.
  • CX Institutional's Devon Energy position peaked at $3.91M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.