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Estate Counselors’s Devon Energy DVN Stock Holding History

Estate Counselors’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
2025
Q3 		– Sell
-113,189
Closed -$3.6M – 94
2025
Q2 		$3.6M Buy
+113,189
New +$3.6M 0.35% 45
2024
Q4 		– Sell
-110,440
Closed -$4.32M – 106
2024
Q3 		$4.32M Buy
110,440
+87,085
+373% +$3.83M 0.45% 28
2024
Q2 		$1.11M Hold
23,355
– – 0.12% 86
2024
Q1 		$1.17M Buy
23,355
+98
+0.4% +$4.35K 0.13% 82
2023
Q4 		$1.05M Hold
23,257
– – 0.13% 97
2023
Q3 		$1.11M Buy
23,257
+299
+1% +$15.1K 0.15% 94
2023
Q2 		$1.11M Hold
22,958
– – 0.14% 104
2023
Q1 		$1.16M Sell
22,958
-14
-0.1% -$797 0.15% 92
2022
Q4 		$1.41M Sell
22,972
-20
-0.1% -$1.36K 0.2% 72
2022
Q3 		$1.38M Sell
22,992
-50
-0.2% -$3.11K 0.21% 54
2022
Q2 		$1.27M Sell
23,042
-25,618
-53% -$1.67M 0.19% 59
2022
Q1 		$2.88M Hold
48,660
– – 0.37% 49
2021
Q4 		$2.14M Buy
48,660
+185
+0.4% +$7.69K 0.26% 47
2021
Q3 		$1.72M Buy
48,475
+400
+0.8% +$11.3K 0.22% 55
2021
Q2 		$1.4M Buy
48,075
+975
+2% +$25.2K 0.18% 64
2021
Q1 		$1.03M Buy
+47,100
New +$969K 0.15% 90

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Estate Counselors's DVN Position: Q3 2025 in Review

Estate Counselors sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 113,189 shares — an estimated $3.6M sold.

Estate Counselors first reported a position in DVN in Q1 2021 and held it in 16 quarters. The position peaked at $4.32M in Q3 2024. 1,102 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Estate Counselors reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Estate Counselors sold 113,189 Devon Energy shares in Q3 2025, an estimated $3.6M.
  • Estate Counselors first reported a position in Devon Energy in Q1 2021 and held it in 16 quarters.
  • Estate Counselors's Devon Energy position peaked at $4.32M in Q3 2024.
  • 1,102 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Estate Counselors's 13F filing for Q3 2025, filed 31 Oct 2025.