IAA
DVN icon

Independent Advisor Alliance’s Devon Energy DVN Stock Holding History

Independent Advisor Alliance’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 		$2.25M Buy
54,434
+37,804
+227% +$1.75M 0.05% 254
2026
Q1 		$837K Buy
16,630
+942
+6% +$40.4K 0.01% 913
2025
Q4 		$575K Sell
15,688
-289
-2% -$10.1K 0.01% 607
2025
Q3 		$560K Sell
15,977
-903
-5% -$30.7K 0.01% 589
2025
Q2 		$537K Sell
16,880
-4,994
-23% -$159K 0.02% 566
2025
Q1 		$818K Sell
21,874
-4,526
-17% -$161K 0.03% 408
2024
Q4 		$864K Sell
26,400
-1,090
-4% -$41.1K 0.01% 769
2024
Q3 		$1.08M Sell
27,490
-3,971
-13% -$175K 0.04% 322
2024
Q2 		$1.49M Sell
31,461
-70
-0.2% -$3.48K 0.05% 262
2024
Q1 		$1.58M Sell
31,531
-10,302
-25% -$457K 0.06% 253
2023
Q4 		$1.9M Buy
41,833
+12,067
+41% +$552K 0.07% 215
2023
Q3 		$1.42M Buy
29,766
+10,171
+52% +$512K 0.06% 239
2023
Q2 		$947K Buy
19,595
+3,765
+24% +$189K 0.04% 313
2023
Q1 		$801K Sell
15,830
-25,292
-62% -$1.44M 0.04% 326
2022
Q4 		$2.53K Buy
41,122
+796
+2% +$54.3K ﹤0.01% 229
2022
Q3 		$2.42M Buy
40,326
+9,149
+29% +$568K 0.14% 141
2022
Q2 		$1.72M Buy
31,177
+11,359
+57% +$742K 0.1% 181
2022
Q1 		$1.17M Buy
+19,818
New +$1.07M 0.06% 256
2021
Q3 		– Sell
-176,625
Closed -$5.16M – 644
2021
Q2 		$5.16M Buy
+176,625
New +$4.57M 0.28% 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

Independent Advisor Alliance's DVN Position: Q2 2026 in Review

Independent Advisor Alliance increased its Devon Energy (DVN) stake by 227% in Q2 2026, buying an estimated $1.75M and bringing the position to 54,434 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #254.

Independent Advisor Alliance first reported a position in DVN in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.16M in Q2 2021. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Independent Advisor Alliance held 54,434 shares of Devon Energy worth $2.25M as of Q2 2026.
  • Independent Advisor Alliance bought 37,804 Devon Energy shares in Q2 2026, an estimated $1.75M.
  • Devon Energy made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #254 holding.
  • Independent Advisor Alliance first reported a position in Devon Energy in Q2 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Devon Energy position peaked at $5.16M in Q2 2021.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.