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Independent Financial Group’s Devon Energy DVN Stock Holding History

Independent Financial Group’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 		$1.25M Sell
30,262
-3,375
-10% -$156K 0.02% 604
2026
Q1 		$1.69M Sell
33,637
-5,748
-15% -$246K 0.04% 441
2025
Q4 		$1.44M Sell
39,385
-59,692
-60% -$2.08M 0.03% 503
2025
Q3 		$3.47M Buy
99,077
+74,875
+309% +$2.55M 0.08% 223
2025
Q2 		$770K Sell
24,202
-9,992
-29% -$318K 0.02% 625
2025
Q1 		$1.28M Buy
34,194
+3,938
+13% +$140K 0.04% 415
2024
Q4 		$990K Sell
30,256
-2,156
-7% -$81.2K 0.03% 479
2024
Q3 		$1.27M Sell
32,412
-17,127
-35% -$754K 0.05% 376
2024
Q2 		$2.35M Buy
49,539
+5,079
+11% +$253K 0.09% 203
2024
Q1 		$2.23M Buy
44,460
+17,529
+65% +$778K 0.1% 193
2023
Q4 		$1.22M Sell
26,931
-27,862
-51% -$1.28M 0.07% 313
2023
Q3 		$2.61M Buy
54,793
+8,815
+19% +$444K 0.17% 130
2023
Q2 		$2.22M Buy
45,978
+6,442
+16% +$324K 0.15% 145
2023
Q1 		$2M Buy
39,536
+12,405
+46% +$706K 0.16% 144
2022
Q4 		$1.67M Sell
27,131
-4,326
-14% -$295K 0.14% 146
2022
Q3 		$1.89M Buy
31,457
+21,060
+203% +$1.31M 0.17% 119
2022
Q2 		$573K Sell
10,397
-18,995
-65% -$1.24M 0.06% 342
2022
Q1 		$1.74M Buy
29,392
+23,637
+411% +$1.28M 0.14% 146
2021
Q4 		$254K Buy
+5,755
New +$239K 0.02% 653

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 Financial Group's DVN Position: Q2 2026 in Review

Independent Financial Group reduced its Devon Energy (DVN) stake by 10% in Q2 2026, selling an estimated $156K and leaving 30,262 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #604.

Independent Financial Group first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.47M in Q3 2025. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Independent Financial Group held 30,262 shares of Devon Energy worth $1.25M as of Q2 2026.
  • Independent Financial Group sold 3,375 Devon Energy shares in Q2 2026, an estimated $156K.
  • Devon Energy made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #604 holding.
  • Independent Financial Group first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Devon Energy position peaked at $3.47M in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.