MIM
DVN icon

Morningstar Investment Management’s Devon Energy DVN Stock Holding History

Morningstar Investment Management’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 		$4.34M Hold
86,151
– – 0.27% 87
2026
Q1 		$4.34M Buy
86,151
+29,124
+51% +$1.25M 0.27% 87
2025
Q4 		$2.09M Buy
+57,027
New +$1.99M 0.12% 160

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morningstar Investment Management's DVN Position: Q2 2026 in Review

Morningstar Investment Management held its Devon Energy (DVN) position steady in Q2 2026 at 86,151 shares worth $4.34M. The position accounts for 0.27% of the portfolio, ranked #87.

Morningstar Investment Management first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Morningstar Investment Management held 86,151 shares of Devon Energy worth $4.34M as of Q2 2026.
  • Morningstar Investment Management left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.27% of Morningstar Investment Management's portfolio in Q2 2026, its #87 holding.
  • Morningstar Investment Management first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.