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Innovative Asset Advisors Group’s Devon Energy DVN Stock Holding History

Innovative Asset Advisors 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 		– Sell
-323
Closed -$16.3K – 492
2026
Q1 		$16.3K Buy
+323
New +$13.8K 0.01% 548

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

Innovative Asset Advisors Group's DVN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 323 shares — an estimated $16.3K sold.

Innovative Asset Advisors Group first reported a position in DVN in Q1 2026 and held it in 1 quarter. The position peaked at $16.3K in Q1 2026. 1,456 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 323 Devon Energy shares in Q2 2026, an estimated $16.3K.
  • Innovative Asset Advisors Group first reported a position in Devon Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Devon Energy position peaked at $16.3K in Q1 2026.
  • 1,456 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.