Legacy Financial Advisors’s Devon Energy DVN Stock Holding History

Legacy Financial Advisors’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	$555K	Buy	13,433 +9,064	+207%	+$420K	0.07%	229
2026 Q1	$220K	Buy	+4,369	New	+$187K	0.03%	382
2025 Q2	–	Sell	-10,870	Closed	-$407K	–	360
2025 Q1	$407K	Sell	10,870 -559	-5%	-$19.8K	0.07%	231
2024 Q4	$374K	Sell	11,429 -5,347	-32%	-$201K	0.06%	240
2024 Q3	$656K	Sell	16,776 -3,193	-16%	-$141K	0.11%	160
2024 Q2	$947K	Buy	19,969 +113	+0.6%	+$5.62K	0.17%	97
2024 Q1	$996K	Buy	19,856 +1,480	+8%	+$65.7K	0.18%	93
2023 Q4	$832K	Buy	18,376 +5,776	+46%	+$264K	0.16%	100
2023 Q3	$601K	Buy	+12,600	New	+$634K	0.12%	109
2019 Q2	–	Sell	-155	Closed	-$5K	–	329
2019 Q1	$5K	Buy	+155	New	+$4.33K	﹤0.01%	766
2018 Q4	–	Sell	-28	Closed	-$1K	–	999
2018 Q3	$1K	Sell	28 -47	-63%	-$2K	﹤0.01%	841
2018 Q2	$3K	Buy	75 +47	+168%	+$1.82K	﹤0.01%	776
2018 Q1	$0	Hold	28	–	–	﹤0.01%	842
2017 Q4	$1K	Buy	+28	New	+$1.06K	﹤0.01%	769

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's DVN Position: Q2 2026 in Review

Legacy Financial Advisors increased its Devon Energy (DVN) stake by 207% in Q2 2026, buying an estimated $420K and bringing the position to 13,433 shares worth $555K. The position accounts for 0.07% of the portfolio, ranked #229.

Legacy Financial Advisors first reported a position in DVN in Q4 2017 and has held it in 14 quarters since. The position peaked at $996K in Q1 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Legacy Financial Advisors held 13,433 shares of Devon Energy worth $555K as of Q2 2026.
Legacy Financial Advisors bought 9,064 Devon Energy shares in Q2 2026, an estimated $420K.
Devon Energy made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #229 holding.
Legacy Financial Advisors first reported a position in Devon Energy in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's Devon Energy position peaked at $996K in Q1 2024.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.