FGA
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Fortis Group Advisors’s Devon Energy DVN Stock Holding History

Fortis Group Advisors’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
Q1 		– Sell
-5,248
Closed -$211K – 594
2025
Q4 		$211K Sell
5,248
-1,307
-20% -$45.6K 0.04% 268
2025
Q3 		$213K Buy
6,555
+458
+8% +$15.6K 0.04% 226
2025
Q2 		$203K Sell
6,097
-233
-4% -$7.42K 0.04% 217
2025
Q1 		$237K Buy
+6,330
New +$225K 0.05% 180
2024
Q2 		– Sell
-11,422
Closed -$573K – 506
2024
Q1 		$573K Buy
11,422
+511
+5% +$22.7K 0.11% 121
2023
Q4 		$552K Hold
10,911
– – 0.14% 66
2023
Q3 		$552K Sell
10,911
-343
-3% -$17.3K 0.17% 61
2023
Q2 		$544K Buy
11,254
+285
+3% +$14.3K 0.14% 79
2023
Q1 		$586K Buy
+10,969
New +$624K 0.18% 62

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

Fortis Group Advisors's DVN Position: Q1 2026 in Review

Fortis Group Advisors sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 5,248 shares — an estimated $211K sold.

Fortis Group Advisors first reported a position in DVN in Q1 2023 and held it in 9 quarters. The position peaked at $586K in Q1 2023. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Fortis Group Advisors reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 5,248 Devon Energy shares in Q1 2026, an estimated $211K.
  • Fortis Group Advisors first reported a position in Devon Energy in Q1 2023 and held it in 9 quarters.
  • Fortis Group Advisors's Devon Energy position peaked at $586K in Q1 2023.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.