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Forum Financial Management’s Devon Energy DVN Stock Holding History

Forum Financial Management’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
-16,924
Closed -$620K – 524
2025
Q4 		$620K Buy
16,924
+1,093
+7% +$38.2K 0.01% 389
2025
Q3 		$555K Buy
15,831
+1,209
+8% +$41.2K 0.01% 422
2025
Q2 		$465K Buy
14,622
+60
+0.4% +$1.91K 0.01% 444
2025
Q1 		$545K Sell
14,562
-1
-0% -$35 0.01% 338
2024
Q4 		$477K Sell
14,563
-58
-0.4% -$2.18K 0.01% 398
2024
Q3 		$572K Buy
14,621
+28
+0.2% +$1.23K 0.01% 292
2024
Q2 		$692K Sell
14,593
-2,001
-12% -$99.5K 0.01% 228
2024
Q1 		$833K Buy
16,594
+2,001
+14% +$88.8K 0.01% 218
2023
Q4 		$661K Sell
14,593
-1,986
-12% -$90.9K 0.01% 226
2023
Q3 		$791K Buy
16,579
+1
+0% +$50 0.02% 187
2023
Q2 		$801K Buy
16,578
+123
+0.7% +$6.18K 0.02% 188
2023
Q1 		$833K Buy
16,455
+1
+0% +$57 0.02% 165
2022
Q4 		$1.01M Sell
16,454
-116
-0.7% -$7.91K 0.03% 132
2022
Q3 		$996K Sell
16,570
-235
-1% -$14.6K 0.05% 115
2022
Q2 		$926K Buy
16,805
+63
+0.4% +$4.12K 0.05% 131
2022
Q1 		$989K Buy
16,742
+334
+2% +$18.1K 0.05% 126
2021
Q4 		$723K Buy
+16,408
New +$682K 0.04% 171

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

Forum Financial Management's DVN Position: Q1 2026 in Review

Forum Financial Management sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 16,924 shares — an estimated $620K sold.

Forum Financial Management first reported a position in DVN in Q4 2021 and held it in 17 quarters. The position peaked at $1.01M in Q4 2022. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Forum Financial Management reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 16,924 Devon Energy shares in Q1 2026, an estimated $620K.
  • Forum Financial Management first reported a position in Devon Energy in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Devon Energy position peaked at $1.01M in Q4 2022.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.