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BFC Planning, Inc.’s Devon Energy DVN Stock Holding History

BFC Planning, Inc.’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 		$398K Buy
9,634
+5,816
+152% +$270K 0.02% 688
2026
Q1 		$192K Buy
3,818
+325
+9% +$13.9K 0.01% 892
2025
Q4 		$128K Buy
3,493
+142
+4% +$4.96K 0.01% 1033
2025
Q3 		$117K Buy
3,351
+1
+0% +$34 0.01% 865
2025
Q2 		$107K Sell
3,350
-147
-4% -$4.68K 0.01% 857
2025
Q1 		$131K Buy
3,497
+30
+0.9% +$1.06K 0.01% 766
2024
Q4 		$113K Buy
+3,467
New +$131K 0.01% 806

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 $3.38T AUM 44.17% 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
Davis Selected Advisers
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

BFC Planning, Inc.'s DVN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Devon Energy (DVN) stake by 152% in Q2 2026, buying an estimated $270K and bringing the position to 9,634 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #688.

BFC Planning, Inc. first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. 1,477 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • BFC Planning, Inc. held 9,634 shares of Devon Energy worth $398K as of Q2 2026.
  • BFC Planning, Inc. bought 5,816 Devon Energy shares in Q2 2026, an estimated $270K.
  • Devon Energy made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #688 holding.
  • BFC Planning, Inc. first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,477 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.