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Legacy Investment Solutions’s Devon Energy DVN Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$66K Buy
+2,075
New +$66.1K 0.03% 133
2024
Q4 		$10.3M Buy
309,469
+104,857
+51% +$3.95M 6.56% 3
2024
Q3 		$8M Buy
+204,612
New +$9.01M 4.67% 7

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Investment Solutions's DVN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Devon Energy (DVN) in Q2 2025: 2,075 shares worth $66K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DVN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DVN in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.3M in Q4 2024. 1,105 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Legacy Investment Solutions held 2,075 shares of Devon Energy worth $66K as of Q2 2025.
  • Devon Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Devon Energy made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #133 holding.
  • Legacy Investment Solutions first reported a position in Devon Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Devon Energy position peaked at $10.3M in Q4 2024.
  • 1,105 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.