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GLOBALT Investments’s Devon Energy DVN Stock Holding History

GLOBALT Investments’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 		$2.71M Sell
65,506
-97
-0.1% -$4.5K 0.09% 105
2026
Q1 		$3.3M Buy
+65,603
New +$2.81M 0.12% 90

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

GLOBALT Investments's DVN Position: Q2 2026 in Review

GLOBALT Investments reduced its Devon Energy (DVN) stake by 0.15% in Q2 2026, selling an estimated $4.5K and leaving 65,506 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #105.

GLOBALT Investments first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.3M in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • GLOBALT Investments held 65,506 shares of Devon Energy worth $2.71M as of Q2 2026.
  • GLOBALT Investments sold 97 Devon Energy shares in Q2 2026, an estimated $4.5K.
  • Devon Energy made up 0.09% of GLOBALT Investments's portfolio in Q2 2026, its #105 holding.
  • GLOBALT Investments first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • GLOBALT Investments's Devon Energy position peaked at $3.3M in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.