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Legacy Capital Group California’s Devon Energy DVN Stock Holding History

Legacy Capital Group California’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 		$927K Sell
22,445
-521
-2% -$24.1K 0.28% 101
2026
Q1 		$1.16M Buy
22,966
+9,191
+67% +$394K 0.44% 48
2025
Q4 		$505K Sell
13,775
-94
-0.7% -$3.28K 0.12% 209
2025
Q3 		$486K Sell
13,869
-1
-0% -$34 0.12% 210
2025
Q2 		$441K Sell
13,870
-392
-3% -$12.5K 0.12% 202
2025
Q1 		$533K Sell
14,262
-126
-0.9% -$4.47K 0.19% 157
2024
Q4 		$471K Buy
14,388
+4,364
+44% +$164K 0.14% 188
2024
Q3 		$392K Sell
10,024
-491
-5% -$21.6K 0.13% 195
2024
Q2 		$498K Buy
10,515
+112
+1% +$5.57K 0.18% 167
2024
Q1 		$522K Sell
10,403
-338
-3% -$15K 0.19% 165
2023
Q4 		$487K Buy
+10,741
New +$492K 0.19% 165

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

Legacy Capital Group California's DVN Position: Q2 2026 in Review

Legacy Capital Group California reduced its Devon Energy (DVN) stake by 2.3% in Q2 2026, selling an estimated $24.1K and leaving 22,445 shares worth $927K. The position accounts for 0.28% of the portfolio, ranked #101.

Legacy Capital Group California first reported a position in DVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Legacy Capital Group California held 22,445 shares of Devon Energy worth $927K as of Q2 2026.
  • Legacy Capital Group California sold 521 Devon Energy shares in Q2 2026, an estimated $24.1K.
  • Devon Energy made up 0.28% of Legacy Capital Group California's portfolio in Q2 2026, its #101 holding.
  • Legacy Capital Group California first reported a position in Devon Energy in Q4 2023 and has held it in 11 quarters since.
  • Legacy Capital Group California's Devon Energy position peaked at $1.16M in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.