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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
Q2 		$371K Buy
8,977
+3,129
+54% +$145K 0.02% 368
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 $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 $3.37T AUM 44.26% 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

PDS Planning's DVN Position: Q2 2026 in Review

PDS Planning increased its Devon Energy (DVN) stake by 54% in Q2 2026, buying an estimated $145K and bringing the position to 8,977 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #368.

PDS Planning first reported a position in DVN in Q2 2023 and has held it in 6 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • PDS Planning held 8,977 shares of Devon Energy worth $371K as of Q2 2026.
  • PDS Planning bought 3,129 Devon Energy shares in Q2 2026, an estimated $145K.
  • Devon Energy made up 0.02% of PDS Planning's portfolio in Q2 2026, its #368 holding.
  • PDS Planning first reported a position in Devon Energy in Q2 2023 and has held it in 6 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.