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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Mount Yale Investment Advisors's DVN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Devon Energy (DVN) in Q1 2026: 4,668 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DVN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in DVN in Q2 2022 and has held it in 5 quarters since. The position peaked at $420K in Q4 2022. 1,248 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Mount Yale Investment Advisors held 4,668 shares of Devon Energy worth $235K as of Q1 2026.
  • Devon Energy was a new Mount Yale Investment Advisors position in Q1 2026.
  • Devon Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #995 holding.
  • Mount Yale Investment Advisors first reported a position in Devon Energy in Q2 2022 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Devon Energy position peaked at $420K in Q4 2022.
  • 1,248 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.