Loring Wolcott & Coolidge Fiduciary Advisors’s Devon Energy DVN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$158K	Hold	3,835	–	–	﹤0.01%	344
2026 Q1	$183K	Hold	3,835	–	–	﹤0.01%	317
2025 Q4	$151K	Hold	3,835	–	–	﹤0.01%	345
2025 Q3	$128K	Hold	3,835	–	–	﹤0.01%	358
2025 Q2	$122K	Hold	3,835	–	–	﹤0.01%	327
2025 Q1	$119K	Hold	3,835	–	–	﹤0.01%	318
2024 Q4	$135K	Hold	3,835	–	–	﹤0.01%	321
2024 Q3	$152K	Hold	3,835	–	–	﹤0.01%	308
2024 Q2	$185K	Hold	3,835	–	–	﹤0.01%	283
2024 Q1	$200K	Hold	3,835	–	–	﹤0.01%	273
2023 Q4	$161K	Hold	3,835	–	–	﹤0.01%	297
2023 Q3	$181K	Sell	3,835 -1,431	-27%	-$72.1K	﹤0.01%	297
2023 Q2	$255K	Buy	5,266 +926	+21%	+$46.6K	﹤0.01%	264
2023 Q1	$220K	Hold	4,340	–	–	﹤0.01%	273
2022 Q4	$267K	Hold	4,340	–	–	﹤0.01%	253
2022 Q3	$261K	Hold	4,340	–	–	﹤0.01%	260
2022 Q2	$239K	Hold	4,340	–	–	﹤0.01%	266
2022 Q1	$257K	Hold	4,340	–	–	﹤0.01%	274
2021 Q4	$191K	Hold	4,340	–	–	﹤0.01%	319
2021 Q3	$154K	Sell	4,340 -44	-1%	-$1.25K	﹤0.01%	339
2021 Q2	$128K	Buy	+4,384	New	+$113K	﹤0.01%	365
2021 Q1	–	Sell	-544	Closed	-$9K	–	416
2020 Q4	$9K	Buy	544 +44	+9%	+$545	﹤0.01%	582
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	543
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	528
2020 Q1	$3K	Sell	500 -442	-47%	-$7.99K	﹤0.01%	604
2019 Q4	$24K	Hold	942	–	–	﹤0.01%	515
2019 Q3	$23K	Hold	942	–	–	﹤0.01%	507
2019 Q2	$27K	Hold	942	–	–	﹤0.01%	482
2019 Q1	$30K	Hold	942	–	–	﹤0.01%	467
2018 Q4	$21K	Hold	942	–	–	﹤0.01%	515
2018 Q3	$38K	Hold	942	–	–	﹤0.01%	447
2018 Q2	$41K	Hold	942	–	–	﹤0.01%	447
2018 Q1	$30K	Hold	942	–	–	﹤0.01%	491
2017 Q4	$39K	Hold	942	–	–	﹤0.01%	462
2017 Q3	$35K	Hold	942	–	–	﹤0.01%	457
2017 Q2	$31K	Hold	942	–	–	﹤0.01%	456
2017 Q1	$39K	Hold	942	–	–	﹤0.01%	434
2016 Q4	$43K	Sell	942 -300	-24%	-$13.2K	﹤0.01%	405
2016 Q3	$55K	Sell	1,242 -178	-13%	-$7.22K	﹤0.01%	386
2016 Q2	$51K	Hold	1,420	–	–	﹤0.01%	391
2016 Q1	$39K	Sell	1,420 -1,882	-57%	-$45.8K	﹤0.01%	424
2015 Q4	$106K	Sell	3,302 -4,522	-58%	-$186K	﹤0.01%	339
2015 Q3	$465K	Hold	7,824	–	–	0.01%	205
2015 Q2	$465K	Sell	7,824 -6,000	-43%	-$388K	0.01%	205
2015 Q1	$834K	Buy	13,824 +2,000	+17%	+$122K	0.02%	167
2014 Q4	$724K	Buy	11,824 +9,000	+319%	+$545K	0.02%	165
2014 Q3	$193K	Hold	2,824	–	–	0.01%	275
2014 Q2	$224K	Sell	2,824 -4,150	-60%	-$302K	0.01%	263
2014 Q1	$467K	Sell	6,974 -574	-8%	-$35.6K	0.01%	193
2013 Q4	$467K	Sell	7,548 -4,130	-35%	-$253K	0.01%	191
2013 Q3	$675K	Sell	11,678 -3,892	-25%	-$222K	0.02%	166
2013 Q2	$808K	Buy	+15,570	New	+$867K	0.03%	158

Other funds holding DVN

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DVN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Devon Energy (DVN) position steady in Q2 2026 at 3,835 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DVN in Q2 2013 and has held it in 52 quarters since. The position peaked at $834K in Q1 2015. 838 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,835 shares of Devon Energy worth $158K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Devon Energy share count unchanged in Q2 2026.
Devon Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #344 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Devon Energy in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Devon Energy position peaked at $834K in Q1 2015.
838 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.