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Excelsior Advisor Network’s Devon Energy DVN Stock Holding History

Excelsior Advisor Network’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 		$435K Buy
10,533
+5,478
+108% +$254K 0.06% 294
2026
Q1 		$254K Buy
+5,055
New +$217K 0.1% 180

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Excelsior Advisor Network's DVN Position: Q2 2026 in Review

Excelsior Advisor Network increased its Devon Energy (DVN) stake by 108% in Q2 2026, buying an estimated $254K and bringing the position to 10,533 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #294.

Excelsior Advisor Network first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Excelsior Advisor Network held 10,533 shares of Devon Energy worth $435K as of Q2 2026.
  • Excelsior Advisor Network bought 5,478 Devon Energy shares in Q2 2026, an estimated $254K.
  • Devon Energy made up 0.06% of Excelsior Advisor Network's portfolio in Q2 2026, its #294 holding.
  • Excelsior Advisor Network first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.