MFG
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Merit Financial Group’s Devon Energy DVN Stock Holding History

Merit Financial Group’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 		$4.77M Buy
115,418
+51,291
+80% +$2.38M 0.03% 447
2026
Q1 		$3.23M Buy
64,127
+583
+0.9% +$25K 0.02% 516
2025
Q4 		$2.33M Sell
63,544
-47,393
-43% -$1.65M 0.02% 587
2025
Q3 		$3.89M Buy
110,937
+53,417
+93% +$1.82M 0.04% 371
2025
Q2 		$1.83M Buy
57,520
+34,841
+154% +$1.11M 0.02% 559
2025
Q1 		$848K Buy
22,679
+15,351
+209% +$545K 0.01% 713
2024
Q4 		$240K Buy
+7,328
New +$276K ﹤0.01% 1022
2024
Q3 		– Sell
-6,226
Closed -$295K – 864
2024
Q2 		$295K Buy
6,226
+301
+5% +$15K 0.01% 737
2024
Q1 		$299K Sell
5,925
-2,520
-30% -$112K 0.01% 710
2023
Q4 		$383K Buy
8,445
+248
+3% +$11.4K 0.01% 553
2023
Q3 		$391K Buy
8,197
+838
+11% +$42.2K 0.01% 514
2023
Q2 		$356K Buy
7,359
+2,044
+38% +$103K 0.01% 548
2023
Q1 		$269K Sell
5,315
-7,591
-59% -$432K 0.01% 530
2022
Q4 		$794K Buy
12,906
+1,957
+18% +$133K 0.03% 329
2022
Q3 		$658K Buy
10,949
+2,353
+27% +$146K 0.03% 313
2022
Q2 		$474K Buy
+8,596
New +$561K 0.01% 368

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

Merit Financial Group's DVN Position: Q2 2026 in Review

Merit Financial Group increased its Devon Energy (DVN) stake by 80% in Q2 2026, buying an estimated $2.38M and bringing the position to 115,418 shares worth $4.77M. The position accounts for 0.03% of the portfolio, ranked #447.

Merit Financial Group first reported a position in DVN in Q2 2022 and has held it in 16 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Merit Financial Group held 115,418 shares of Devon Energy worth $4.77M as of Q2 2026.
  • Merit Financial Group bought 51,291 Devon Energy shares in Q2 2026, an estimated $2.38M.
  • Devon Energy made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #447 holding.
  • Merit Financial Group first reported a position in Devon Energy in Q2 2022 and has held it in 16 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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