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Mount Yale Investment Advisors’s Devon Energy DVN Stock Holding History

Mount Yale Investment 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 		$1.96M Buy
47,366
+42,698
+915% +$1.98M 0.04% 419
2026
Q1 		$235K Buy
+4,668
New +$200K 0.01% 995
2025
Q3 		– Sell
-1,078
Closed -$34.3K – 912
2025
Q2 		$34.3K Buy
+1,078
New +$34.3K ﹤0.01% 923
2023
Q1 		– Sell
-6,825
Closed -$420K – 493
2022
Q4 		$420K Buy
6,825
+13
+0.2% +$886 0.05% 301
2022
Q3 		$410K Buy
6,812
+695
+11% +$43.2K 0.05% 298
2022
Q2 		$337K Buy
+6,117
New +$400K 0.04% 332

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's DVN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Devon Energy (DVN) stake by 915% in Q2 2026, buying an estimated $1.98M and bringing the position to 47,366 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #419.

Mount Yale Investment Advisors first reported a position in DVN in Q2 2022 and has held it in 6 quarters since. 1,468 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Mount Yale Investment Advisors held 47,366 shares of Devon Energy worth $1.96M as of Q2 2026.
  • Mount Yale Investment Advisors bought 42,698 Devon Energy shares in Q2 2026, an estimated $1.98M.
  • Devon Energy made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • Mount Yale Investment Advisors first reported a position in Devon Energy in Q2 2022 and has held it in 6 quarters since.
  • 1,468 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.