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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM