Key Client Fiduciary Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Buy
8,442
+408
+5% +$18.9K 0.1% 163
2026
Q1
$404K Buy
8,034
+29
+0.4% +$1.24K 0.14% 136
2025
Q4
$293K Sell
8,005
-522
-6% -$18.2K 0.1% 159
2025
Q3
$299K Sell
8,527
-146
-2% -$4.97K 0.1% 163
2025
Q2
$276K Buy
8,673
+2,551
+42% +$81.2K 0.11% 164
2025
Q1
$229K Sell
6,122
-87
-1% -$3.09K 0.1% 169
2024
Q4
$203K Sell
6,209
-903
-13% -$34K 0.09% 181
2024
Q3
$278K Buy
7,112
+923
+15% +$40.6K 0.12% 155
2024
Q2
$293K Buy
6,189
+746
+14% +$37.1K 0.15% 142
2024
Q1
$273K Buy
+5,443
New +$242K 0.15% 145

Other funds holding DVN

Key Client Fiduciary Advisors's DVN Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Devon Energy (DVN) stake by 5.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 8,442 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #163.

Key Client Fiduciary Advisors first reported a position in DVN in Q1 2024 and has held it in 10 quarters since. The position peaked at $404K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Key Client Fiduciary Advisors held 8,442 shares of Devon Energy worth $349K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 408 Devon Energy shares in Q2 2026, an estimated $18.9K.
  • Devon Energy made up 0.1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #163 holding.
  • Key Client Fiduciary Advisors first reported a position in Devon Energy in Q1 2024 and has held it in 10 quarters since.
  • Key Client Fiduciary Advisors's Devon Energy position peaked at $404K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.