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Dynamic Advisor Solutions’s Devon Energy DVN Stock Holding History

Dynamic Advisor Solutions’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 		$2.33M Buy
56,471
+48,588
+616% +$2.25M 0.07% 295
2026
Q1 		$397K Sell
7,883
-378
-5% -$16.2K 0.01% 713
2025
Q4 		$303K Sell
8,261
-1,360
-14% -$47.5K 0.01% 776
2025
Q3 		$337K Sell
9,621
-971
-9% -$33.1K 0.01% 740
2025
Q2 		$337K Sell
10,592
-1,507
-12% -$48K 0.01% 707
2025
Q1 		$453K Sell
12,099
-156
-1% -$5.54K 0.01% 606
2024
Q4 		$401K Sell
12,255
-8,627
-41% -$325K 0.02% 471
2024
Q3 		$817K Sell
20,882
-1,017
-5% -$44.8K 0.02% 505
2024
Q2 		$1.04M Buy
21,899
+1,095
+5% +$54.5K 0.03% 449
2024
Q1 		$1.04M Buy
20,804
+897
+5% +$39.8K 0.04% 438
2023
Q4 		$915K Sell
19,907
-121
-0.6% -$5.54K 0.03% 431
2023
Q3 		$955K Sell
20,028
-286
-1% -$14.4K 0.05% 365
2023
Q2 		$982K Buy
20,314
+785
+4% +$39.5K 0.05% 353
2023
Q1 		$988K Buy
19,529
+108
+0.6% +$6.15K 0.06% 319
2022
Q4 		$1.19M Sell
19,421
-9,064
-32% -$618K 0.08% 249
2022
Q3 		$1.71M Buy
28,485
+2,599
+10% +$161K 0.13% 175
2022
Q2 		$1.43M Buy
25,886
+2,903
+13% +$190K 0.11% 201
2022
Q1 		$1.36M Buy
22,983
+12,216
+113% +$661K 0.09% 217
2021
Q4 		$474K Buy
10,767
+1,450
+16% +$60.3K 0.03% 444
2021
Q3 		$331K Buy
+9,317
New +$264K 0.02% 549

Other funds holding DVN

DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Dynamic Advisor Solutions's DVN Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Devon Energy (DVN) stake by 616% in Q2 2026, buying an estimated $2.25M and bringing the position to 56,471 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #295.

Dynamic Advisor Solutions first reported a position in DVN in Q3 2021 and has held it in 20 quarters since. 258 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Dynamic Advisor Solutions held 56,471 shares of Devon Energy worth $2.33M as of Q2 2026.
  • Dynamic Advisor Solutions bought 48,588 Devon Energy shares in Q2 2026, an estimated $2.25M.
  • Devon Energy made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #295 holding.
  • Dynamic Advisor Solutions first reported a position in Devon Energy in Q3 2021 and has held it in 20 quarters since.
  • 258 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.