JGIA
DVN icon

Jackson Grant Investment Advisers’s Devon Energy DVN Stock Holding History

Jackson Grant Investment Advisers’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
2025
Q4 		– Sell
-200
Closed -$7.01K – 404
2025
Q3 		$7.01K Buy
+200
New +$6.81K ﹤0.01% 322
2018
Q3 		– Sell
-2,549
Closed -$112K – 215
2018
Q2 		$112K Buy
+2,549
New +$98.8K 0.08% 109

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Jackson Grant Investment Advisers's DVN Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 200 shares — an estimated $7.01K sold.

Jackson Grant Investment Advisers first reported a position in DVN in Q2 2018 and held it in 2 quarters. The position peaked at $112K in Q2 2018. 1,143 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

  • Jackson Grant Investment Advisers reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 200 Devon Energy shares in Q4 2025, an estimated $7.01K.
  • Jackson Grant Investment Advisers first reported a position in Devon Energy in Q2 2018 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Devon Energy position peaked at $112K in Q2 2018.
  • 1,143 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.