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Mark Sheptoff Financial Planning’s Devon Energy DVN Stock Holding History

Mark Sheptoff Financial Planning’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 		$667K Sell
16,150
-300
-2% -$13.9K 0.35% 52
2026
Q1 		$839K Sell
16,450
-350
-2% -$15K 0.44% 40
2025
Q4 		$615K Hold
16,800
– – 0.29% 52
2025
Q3 		$589K Hold
16,800
– – 0.28% 52
2025
Q2 		$534K Sell
16,800
-4,050
-19% -$129K 0.28% 53
2025
Q1 		$780K Buy
20,850
+20,250
+3,375% +$719K 0.43% 41
2024
Q4 		$27.6K Hold
600
– – 0.01% 228
2024
Q3 		$27.6K Sell
600
-411
-41% -$18.1K 0.01% 219
2024
Q2 		$47.9K Buy
1,011
+3
+0.3% +$149 0.03% 180
2024
Q1 		$50.6K Buy
1,008
+3
+0.3% +$133 0.03% 173
2023
Q4 		$45.5K Buy
1,005
+7
+0.7% +$320 0.03% 167
2023
Q3 		$47.6K Sell
998
-496
-33% -$25K 0.03% 153
2023
Q2 		$72.2K Sell
1,494
-7,994
-84% -$402K 0.04% 134
2023
Q1 		$480K Sell
9,488
-7,293
-43% -$415K 0.28% 57
2022
Q4 		$1.03M Buy
16,781
+108
+0.6% +$7.36K 0.61% 35
2022
Q3 		$1M Buy
16,673
+9
+0.1% +$559 0.61% 33
2022
Q2 		$918K Buy
16,664
+808
+5% +$52.8K 0.53% 40
2022
Q1 		$938K Buy
+15,856
New +$858K 0.47% 44
2020
Q1 		– Sell
-200
Closed -$5K – 352
2019
Q4 		$5K Buy
+200
New +$4.5K ﹤0.01% 313
2015
Q2 		– Sell
-400
Closed -$24K – 391
2015
Q1 		$24K Sell
400
-3,803
-90% -$232K 0.02% 204
2014
Q4 		$257K Sell
4,203
-13,381
-76% -$811K 0.23% 89
2014
Q3 		$1.2M Buy
17,584
+703
+4% +$52.3K 1.06% 27
2014
Q2 		$1.34M Buy
16,881
+902
+6% +$65.6K 1.15% 30
2014
Q1 		$1.07M Buy
+15,979
New +$992K 0.95% 32

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

Mark Sheptoff Financial Planning's DVN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Devon Energy (DVN) stake by 1.8% in Q2 2026, selling an estimated $13.9K and leaving 16,150 shares worth $667K. The position accounts for 0.35% of the portfolio, ranked #52.

Mark Sheptoff Financial Planning first reported a position in DVN in Q1 2014 and has held it in 24 quarters since. The position peaked at $1.34M in Q2 2014. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 16,150 shares of Devon Energy worth $667K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 300 Devon Energy shares in Q2 2026, an estimated $13.9K.
  • Devon Energy made up 0.35% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Mark Sheptoff Financial Planning first reported a position in Devon Energy in Q1 2014 and has held it in 24 quarters since.
  • Mark Sheptoff Financial Planning's Devon Energy position peaked at $1.34M in Q2 2014.
  • 1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.