Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Devon Energy DVN Stock Holding History

Kovitz Investment Group 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 		$2.99M Buy
+72,407
New +$3.36M 0.07% 176
2025
Q4 		– Sell
-64,318
Closed -$2.26M – 678
2025
Q3 		$2.26M Buy
64,318
+6,329
+11% +$215K 0.01% 636
2025
Q2 		$1.84M Sell
57,989
-1,719
-3% -$54.7K 0.01% 643
2025
Q1 		$2.23M Sell
59,708
-2,157
-3% -$76.6K 0.01% 561
2024
Q4 		$2.02M Buy
61,865
+13,961
+29% +$526K 0.01% 565
2024
Q3 		$1.34M Buy
47,904
+15,891
+50% +$700K 0.01% 562
2024
Q2 		$1.52M Buy
32,013
+2,015
+7% +$100K 0.01% 468
2024
Q1 		$1.51M Buy
29,998
+1,581
+6% +$70.2K 0.02% 340
2023
Q4 		$1.29M Buy
+28,417
New +$1.3M 0.02% 266

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

Kovitz Investment Group Partners's DVN Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Devon Energy (DVN) in Q2 2026: 72,407 shares worth $2.99M. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in DVN as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in DVN in Q4 2023 and has held it in 9 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Kovitz Investment Group Partners held 72,407 shares of Devon Energy worth $2.99M as of Q2 2026.
  • Devon Energy was a new Kovitz Investment Group Partners position in Q2 2026.
  • Devon Energy made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #176 holding.
  • Kovitz Investment Group Partners first reported a position in Devon Energy in Q4 2023 and has held it in 9 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.