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Fortem Financial Group’s Devon Energy DVN Stock Holding History

Fortem 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 		$298K Hold
7,220
– – 0.06% 155
2026
Q1 		$363K Sell
7,220
-992
-12% -$42.5K 0.09% 138
2025
Q4 		$301K Sell
8,212
-4,446
-35% -$155K 0.08% 140
2025
Q3 		$444K Sell
12,658
-34,988
-73% -$1.19M 0.13% 115
2025
Q2 		$1.52M Buy
47,646
+22,169
+87% +$706K 0.49% 59
2025
Q1 		$953K Buy
25,477
+7,901
+45% +$280K 0.37% 75
2024
Q4 		$575K Buy
17,576
+2,672
+18% +$101K 0.22% 106
2024
Q3 		$583K Buy
+14,904
New +$656K 0.24% 110
2024
Q1 		– Sell
-5,566
Closed -$252K – 169
2023
Q4 		$252K Sell
5,566
-1,565
-22% -$71.7K 0.13% 148
2023
Q3 		$340K Sell
7,131
-769
-10% -$38.7K 0.2% 122
2023
Q2 		$382K Sell
7,900
-8,964
-53% -$451K 0.23% 110
2023
Q1 		$853K Buy
16,864
+713
+4% +$40.6K 0.56% 65
2022
Q4 		$993K Sell
16,151
-530
-3% -$36.1K 0.58% 58
2022
Q3 		$1M Buy
16,681
+8,281
+99% +$515K 0.69% 44
2022
Q2 		$463K Buy
8,400
+2,900
+53% +$189K 0.3% 100
2022
Q1 		$325K Buy
+5,500
New +$298K 0.14% 133
2021
Q1 		– Sell
-800
Closed -$13K – 236
2020
Q4 		$13K Buy
+800
New +$9.91K 0.01% 329

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

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

Fortem Financial Group held its Devon Energy (DVN) position steady in Q2 2026 at 7,220 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #155.

Fortem Financial Group first reported a position in DVN in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.52M in Q2 2025. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Fortem Financial Group held 7,220 shares of Devon Energy worth $298K as of Q2 2026.
  • Fortem Financial Group left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #155 holding.
  • Fortem Financial Group first reported a position in Devon Energy in Q4 2020 and has held it in 17 quarters since.
  • Fortem Financial Group's Devon Energy position peaked at $1.52M in Q2 2025.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.