Everhart Financial Group’s Devon Energy DVN Stock Holding History

Everhart Financial Group’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	$1.35M	Buy	32,757 +11,497	+54%	+$533K	0.09%	124
2026 Q1	$1.07M	Buy	21,260 +2,165	+11%	+$92.8K	0.09%	156
2025 Q4	$699K	Buy	19,095 +469	+3%	+$16.4K	0.06%	215
2025 Q3	$653K	Buy	18,626 +4,032	+28%	+$137K	0.07%	213
2025 Q2	$464K	Buy	14,594 +1,188	+9%	+$37.8K	0.05%	231
2025 Q1	$501K	Buy	+13,406	New	+$476K	0.07%	203
2024 Q4	–	Sell	-5,609	Closed	-$219K	–	316
2024 Q3	$219K	Buy	+5,609	New	+$247K	0.05%	302

Other funds holding DVN

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's DVN Position: Q2 2026 in Review

Everhart Financial Group increased its Devon Energy (DVN) stake by 54% in Q2 2026, buying an estimated $533K and bringing the position to 32,757 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #124.

Everhart Financial Group first reported a position in DVN in Q3 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Everhart Financial Group held 32,757 shares of Devon Energy worth $1.35M as of Q2 2026.
Everhart Financial Group bought 11,497 Devon Energy shares in Q2 2026, an estimated $533K.
Devon Energy made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #124 holding.
Everhart Financial Group first reported a position in Devon Energy in Q3 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.