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Essential Investment Partners’s Devon Energy DVN Stock Holding History

Essential Investment Partners’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 		$16.5K Hold
400
– – 0.01% 196
2026
Q1 		$20.1K Hold
400
– – 0.02% 182
2025
Q4 		$14.7K Buy
+400
New +$14K 0.01% 183

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Essential Investment Partners's DVN Position: Q2 2026 in Review

Essential Investment Partners held its Devon Energy (DVN) position steady in Q2 2026 at 400 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #196.

Essential Investment Partners first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.1K in Q1 2026. 341 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Essential Investment Partners held 400 shares of Devon Energy worth $16.5K as of Q2 2026.
  • Essential Investment Partners left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #196 holding.
  • Essential Investment Partners first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Devon Energy position peaked at $20.1K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.