PP
DVN icon

PDS Planning’s Devon Energy DVN Stock Holding History

PDS Planning’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 		$294K Buy
5,848
+103
+2% +$4.42K 0.02% 398
2025
Q4 		$210K Buy
5,745
+10
+0.2% +$349 0.01% 500
2025
Q3 		$201K Sell
5,735
-864
-13% -$29.4K 0.01% 506
2025
Q2 		$210K Buy
+6,599
New +$210K 0.02% 472
2023
Q3 		– Sell
-4,174
Closed -$202K – 345
2023
Q2 		$202K Buy
+4,174
New +$210K 0.03% 302

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

PDS Planning's DVN Position: Q1 2026 in Review

PDS Planning increased its Devon Energy (DVN) stake by 1.8% in Q1 2026, buying an estimated $4.42K and bringing the position to 5,848 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #398.

PDS Planning first reported a position in DVN in Q2 2023 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • PDS Planning held 5,848 shares of Devon Energy worth $294K as of Q1 2026.
  • PDS Planning bought 103 Devon Energy shares in Q1 2026, an estimated $4.42K.
  • Devon Energy made up 0.02% of PDS Planning's portfolio in Q1 2026, its #398 holding.
  • PDS Planning first reported a position in Devon Energy in Q2 2023 and has held it in 5 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.