GoalVest Advisory’s Devon Energy DVN Stock Holding History

GoalVest Advisory’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	$30.4K	Buy	+735	New	+$34.1K	0.01%	261
2024 Q4	–	Sell	-415	Closed	-$16.2K	–	392
2024 Q3	$16.2K	Buy	+415	New	+$18.3K	﹤0.01%	283
2024 Q1	–	Sell	-41	Closed	-$1.85K	–	426
2023 Q4	$1.85K	Hold	41	–	–	﹤0.01%	335
2023 Q3	$1.95K	Hold	41	–	–	﹤0.01%	424
2023 Q2	$1.98K	Hold	41	–	–	﹤0.01%	348
2023 Q1	$2.07K	Hold	41	–	–	﹤0.01%	221
2022 Q4	$2.52K	Hold	41	–	–	﹤0.01%	213
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	227
2022 Q2	$2K	Sell	41 -544	-93%	-$35.5K	﹤0.01%	282
2022 Q1	$35K	Buy	+585	New	+$31.7K	0.02%	172

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's DVN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Devon Energy (DVN) in Q2 2026: 735 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DVN as recently as Q3 2024.

GoalVest Advisory first reported a position in DVN in Q1 2022 and has held it in 10 quarters since. The position peaked at $35K in Q1 2022. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

GoalVest Advisory held 735 shares of Devon Energy worth $30.4K as of Q2 2026.
Devon Energy was a new GoalVest Advisory position in Q2 2026.
Devon Energy made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #261 holding.
GoalVest Advisory first reported a position in Devon Energy in Q1 2022 and has held it in 10 quarters since.
GoalVest Advisory's Devon Energy position peaked at $35K in Q1 2022.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.