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Montgomery Financial Services’s Devon Energy DVN Stock Holding History

Montgomery Financial Services’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 		$4.13K Buy
+100
New +$4.63K ﹤0.01% 242

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

Montgomery Financial Services's DVN Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Devon Energy (DVN) in Q2 2026: 100 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings.

1,374 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Montgomery Financial Services held 100 shares of Devon Energy worth $4.13K as of Q2 2026.
  • Devon Energy was a new Montgomery Financial Services position in Q2 2026.
  • Devon Energy made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #242 holding.
  • 1,374 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.