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Garton & Associates Financial Advisors’s Devon Energy DVN Stock Holding History

Garton & Associates Financial 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
-800
Closed -$29.3K – 280
2025
Q4 		$29.3K Buy
+800
New +$27.9K 0.02% 521

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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

Garton & Associates Financial Advisors's DVN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 800 shares — an estimated $29.3K sold.

Garton & Associates Financial Advisors first reported a position in DVN in Q4 2025 and held it in 1 quarter. The position peaked at $29.3K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 800 Devon Energy shares in Q1 2026, an estimated $29.3K.
  • Garton & Associates Financial Advisors first reported a position in Devon Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Devon Energy position peaked at $29.3K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.