IMA Advisory Services’s Devon Energy DVN Stock Holding History

IMA Advisory Services’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	$127K	Buy	3,065 +2,979	+3,464%	+$138K	0.01%	383
2026 Q1	$4.33K	Buy	86 +1	+1%	+$43	﹤0.01%	440
2025 Q4	$3.11K	Buy	85 +77	+963%	+$2.69K	﹤0.01%	552
2025 Q3	$280	Buy	8 +2	+33%	+$68	﹤0.01%	459
2025 Q2	$191	Buy	+6	New	+$191	﹤0.01%	503
2023 Q2	–	Sell	-829	Closed	-$42K	–	298
2023 Q1	$42K	Hold	829	–	–	0.01%	180
2022 Q4	$51K	Hold	829	–	–	0.01%	183
2022 Q3	$50K	Hold	829	–	–	0.01%	181
2022 Q2	$46K	Hold	829	–	–	0.01%	192
2022 Q1	$49K	Hold	829	–	–	0.01%	166
2021 Q4	$37K	Hold	829	–	–	0.01%	179
2021 Q3	$29K	Buy	+829	New	+$23.5K	0.01%	173

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

IMA Advisory Services's DVN Position: Q2 2026 in Review

IMA Advisory Services increased its Devon Energy (DVN) stake by 3,464% in Q2 2026, buying an estimated $138K and bringing the position to 3,065 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #383.

IMA Advisory Services first reported a position in DVN in Q3 2021 and has held it in 12 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

IMA Advisory Services held 3,065 shares of Devon Energy worth $127K as of Q2 2026.
IMA Advisory Services bought 2,979 Devon Energy shares in Q2 2026, an estimated $138K.
Devon Energy made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #383 holding.
IMA Advisory Services first reported a position in Devon Energy in Q3 2021 and has held it in 12 quarters since.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.