Investment Advisory Services’s Devon Energy DVN Stock Holding History

Investment 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	$3.52M	Buy	85,250 +72,910	+591%	+$3.38M	1.01%	25
2026 Q1	$621K	Hold	12,340	–	–	0.2%	72
2025 Q4	$452K	Hold	12,340	–	–	0.14%	79
2025 Q3	$433K	Hold	12,340	–	–	0.14%	83
2025 Q2	$393K	Sell	12,340 -23	-0.2%	-$732	0.13%	86
2025 Q1	$462K	Hold	12,363	–	–	0.17%	78
2024 Q4	$405K	Buy	12,363 +23	+0.2%	+$866	0.14%	82
2024 Q3	$483K	Hold	12,340	–	–	0.17%	79
2024 Q2	$585K	Sell	12,340 -4,710	-28%	-$234K	0.21%	73
2024 Q1	$856K	Buy	17,050 +6	+0%	+$266	0.31%	60
2023 Q4	$772K	Hold	17,044	–	–	0.3%	59
2023 Q3	$813K	Sell	17,044 -500	-3%	-$25.2K	0.35%	60
2023 Q2	$848K	Buy	+17,544	New	+$882K	0.36%	58
2020 Q1	–	Sell	-7,740	Closed	-$201K	–	69
2019 Q4	$201K	Buy	+7,740	New	+$174K	0.18%	71

Other funds holding DVN

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Investment Advisory Services increased its Devon Energy (DVN) stake by 591% in Q2 2026, buying an estimated $3.38M and bringing the position to 85,250 shares worth $3.52M. The position accounts for 1.01% of the portfolio, ranked #25.

Investment Advisory Services first reported a position in DVN in Q4 2019 and has held it in 14 quarters since. 401 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Investment Advisory Services held 85,250 shares of Devon Energy worth $3.52M as of Q2 2026.
Investment Advisory Services bought 72,910 Devon Energy shares in Q2 2026, an estimated $3.38M.
Devon Energy made up 1.01% of Investment Advisory Services's portfolio in Q2 2026, its #25 holding.
Investment Advisory Services first reported a position in Devon Energy in Q4 2019 and has held it in 14 quarters since.
401 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.