Kaufman Rossin Wealth’s Devon Energy DVN Stock Holding History

Kaufman Rossin Wealth’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	$356K	Sell	8,473 -316	-4%	-$14.6K	0.17%	67
2026 Q1	$442K	Sell	8,789 -1,704	-16%	-$73.1K	0.25%	44
2025 Q4	$384K	Sell	10,493 -312	-3%	-$10.9K	0.2%	72
2025 Q3	$379K	Buy	10,805 +551	+5%	+$18.8K	0.21%	69
2025 Q2	$326K	Buy	+10,254	New	+$327K	0.21%	74

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

Kaufman Rossin Wealth's DVN Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Devon Energy (DVN) stake by 3.6% in Q2 2026, selling an estimated $14.6K and leaving 8,473 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #67.

Kaufman Rossin Wealth first reported a position in DVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q1 2026. 401 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Kaufman Rossin Wealth held 8,473 shares of Devon Energy worth $356K as of Q2 2026.
Kaufman Rossin Wealth sold 316 Devon Energy shares in Q2 2026, an estimated $14.6K.
Devon Energy made up 0.17% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #67 holding.
Kaufman Rossin Wealth first reported a position in Devon Energy in Q2 2025 and has held it in 5 quarters since.
Kaufman Rossin Wealth's Devon Energy position peaked at $442K in Q1 2026.
401 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.