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Optimum Investment Advisors’s Devon Energy DVN Stock Holding History

Optimum 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
2025
Q3 		– Sell
-1,500
Closed -$47.7K – 616
2025
Q2 		$47.7K Hold
1,500
– – 0.02% 350
2025
Q1 		$56.1K Hold
1,500
– – 0.03% 322
2024
Q4 		$49.1K Hold
1,500
– – 0.02% 343
2024
Q3 		$58.7K Hold
1,500
– – 0.03% 337
2024
Q2 		$71.1K Hold
1,500
– – 0.03% 315
2024
Q1 		$75.3K Hold
1,500
– – 0.03% 311
2023
Q4 		$68K Hold
1,500
– – 0.03% 313
2023
Q3 		$71.5K Buy
1,500
+300
+25% +$15.1K 0.04% 319
2023
Q2 		$58K Hold
1,200
– – 0.03% 358
2023
Q1 		$60.7K Buy
1,200
+150
+14% +$8.54K 0.03% 344
2022
Q4 		$64.6K Buy
1,050
+550
+110% +$37.5K 0.04% 342
2022
Q3 		$30K Buy
+500
New +$31.1K 0.02% 447
2015
Q1 		$21K Hold
340
– – 0.01% 673
2014
Q4 		$21K Hold
340
– – 0.01% 695
2014
Q3 		$23K Hold
340
– – 0.01% 614
2014
Q2 		$27K Hold
340
– – 0.01% 608
2014
Q1 		$23K Hold
340
– – 0.01% 493
2013
Q4 		$21K Hold
340
– – 0.01% 504
2013
Q3 		$20K Buy
+340
New +$19.4K 0.01% 495

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Optimum Investment Advisors's DVN Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 1,500 shares — an estimated $47.7K sold.

Optimum Investment Advisors first reported a position in DVN in Q3 2013 and held it in 19 quarters. The position peaked at $75.3K in Q1 2024. 1,102 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Optimum Investment Advisors reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,500 Devon Energy shares in Q3 2025, an estimated $47.7K.
  • Optimum Investment Advisors first reported a position in Devon Energy in Q3 2013 and held it in 19 quarters.
  • Optimum Investment Advisors's Devon Energy position peaked at $75.3K in Q1 2024.
  • 1,102 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.