Lido Advisors
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Lido Advisors’s Devon Energy DVN Stock Holding History

Lido 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 		$2.34M Buy
56,527
+46,199
+447% +$2.14M 0.01% 745
2026
Q1 		$520K Sell
10,328
-2,510
-20% -$108K ﹤0.01% 1284
2025
Q4 		$454K Buy
12,838
+573
+5% +$20K ﹤0.01% 1340
2025
Q3 		$430K Buy
12,265
+3,766
+44% +$128K ﹤0.01% 1297
2025
Q2 		$270K Sell
8,499
-27,347
-76% -$871K ﹤0.01% 1385
2025
Q1 		$1.34M Buy
35,846
+6,199
+21% +$220K 0.01% 658
2024
Q4 		$970K Buy
29,647
+1,136
+4% +$42.8K ﹤0.01% 776
2024
Q3 		$1.12M Sell
28,511
-2,407
-8% -$106K 0.01% 668
2024
Q2 		$1.47M Buy
30,918
+6,098
+25% +$303K 0.01% 536
2024
Q1 		$1.25M Buy
24,820
+8,522
+52% +$378K 0.01% 569
2023
Q4 		$738K Buy
16,298
+7,070
+77% +$324K 0.01% 722
2023
Q3 		$440K Buy
9,228
+1,039
+13% +$52.3K ﹤0.01% 785
2023
Q2 		$396K Buy
8,189
+76
+0.9% +$3.82K ﹤0.01% 812
2023
Q1 		$411K Buy
+8,113
New +$462K ﹤0.01% 754
2022
Q4 		– Sell
-5,963
Closed -$358K – 1045
2022
Q3 		$358K Buy
+5,963
New +$370K ﹤0.01% 668

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

Lido Advisors's DVN Position: Q2 2026 in Review

Lido Advisors increased its Devon Energy (DVN) stake by 447% in Q2 2026, buying an estimated $2.14M and bringing the position to 56,527 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #745.

Lido Advisors first reported a position in DVN in Q3 2022 and has held it in 15 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Lido Advisors held 56,527 shares of Devon Energy worth $2.34M as of Q2 2026.
  • Lido Advisors bought 46,199 Devon Energy shares in Q2 2026, an estimated $2.14M.
  • Devon Energy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #745 holding.
  • Lido Advisors first reported a position in Devon Energy in Q3 2022 and has held it in 15 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.