KFP
DVN icon

KMG Fiduciary Partners’s Devon Energy DVN Stock Holding History

KMG Fiduciary Partners’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
-52,150
Closed -$2.62M – 221
2026
Q1 		$2.62M Sell
52,150
-856
-2% -$36.7K 0.19% 117
2025
Q4 		$1.94M Sell
53,006
-998
-2% -$34.8K 0.14% 131
2025
Q3 		$1.89M Buy
54,004
+1,494
+3% +$50.9K 0.13% 145
2025
Q2 		$1.67M Sell
52,510
-51,147
-49% -$1.63M 0.12% 151
2025
Q1 		$3.88M Buy
103,657
+8,671
+9% +$308K 0.32% 78
2024
Q4 		$3.11M Buy
94,986
+59,086
+165% +$2.23M 0.26% 92
2024
Q3 		$1.4M Buy
35,900
+1,613
+5% +$71K 0.12% 149
2024
Q2 		$1.63M Buy
34,287
+1,377
+4% +$68.5K 0.16% 112
2024
Q1 		$1.65M Buy
32,910
+2,078
+7% +$92.2K 0.17% 109
2023
Q4 		$1.4M Buy
30,832
+962
+3% +$44K 0.16% 124
2023
Q3 		$1.42M Sell
29,870
-1,842
-6% -$92.8K 0.19% 118
2023
Q2 		$1.53M Buy
31,712
+2,857
+10% +$144K 0.2% 117
2023
Q1 		$1.46M Buy
+28,855
New +$1.64M 0.21% 118

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

KMG Fiduciary Partners's DVN Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 52,150 shares — an estimated $2.62M sold.

KMG Fiduciary Partners first reported a position in DVN in Q1 2023 and held it in 13 quarters. The position peaked at $3.88M in Q1 2025. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 52,150 Devon Energy shares in Q2 2026, an estimated $2.62M.
  • KMG Fiduciary Partners first reported a position in Devon Energy in Q1 2023 and held it in 13 quarters.
  • KMG Fiduciary Partners's Devon Energy position peaked at $3.88M in Q1 2025.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.