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LifeSteps Financial’s Devon Energy DVN Stock Holding History

LifeSteps Financial’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 		$8.26K Buy
+200
New +$9.27K ﹤0.01% 448
2024
Q2 		– Sell
-1,100
Closed -$55.2K – 175
2024
Q1 		$55.2K Buy
+1,100
New +$48.8K 0.04% 149

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

LifeSteps Financial's DVN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Devon Energy (DVN) in Q2 2026: 200 shares worth $8.26K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DVN as recently as Q1 2024.

LifeSteps Financial first reported a position in DVN in Q1 2024 and has held it in 2 quarters since. The position peaked at $55.2K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • LifeSteps Financial held 200 shares of Devon Energy worth $8.26K as of Q2 2026.
  • Devon Energy was a new LifeSteps Financial position in Q2 2026.
  • Devon Energy made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #448 holding.
  • LifeSteps Financial first reported a position in Devon Energy in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Devon Energy position peaked at $55.2K in Q1 2024.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.