Pinnacle Wealth Planning Services
DVN icon

Pinnacle Wealth Planning Services’s Devon Energy DVN Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$355K Sell
7,714
-178
-2% -$8.17K 0.03% 305
2026
Q2 		$326K Buy
7,892
+1,053
+15% +$48.8K 0.03% 340
2026
Q1 		$344K Buy
6,839
+121
+2% +$5.19K 0.04% 295
2025
Q4 		$246K Buy
6,718
+24
+0.4% +$838 0.03% 396
2025
Q3 		$235K Sell
6,694
-24
-0.4% -$817 0.03% 398
2025
Q2 		$214K Buy
+6,718
New +$214K 0.03% 402
2024
Q4 		– Sell
-5,621
Closed -$220K – 436
2024
Q3 		$220K Hold
5,621
– – 0.03% 428
2024
Q2 		$266K Hold
5,621
– – 0.04% 318
2024
Q1 		$282K Sell
5,621
-165
-3% -$7.32K 0.04% 316
2023
Q4 		$262K Buy
5,786
+65
+1% +$2.98K 0.04% 310
2023
Q3 		$273K Sell
5,721
-13
-0.2% -$655 0.05% 274
2023
Q2 		$277K Sell
5,734
-103
-2% -$5.18K 0.04% 280
2023
Q1 		$295K Sell
5,837
-199
-3% -$11.3K 0.05% 272
2022
Q4 		$371K Sell
6,036
-71
-1% -$4.84K 0.07% 215
2022
Q3 		$367K Sell
6,107
-9
-0.1% -$559 0.07% 193
2022
Q2 		$337K Sell
6,116
-210
-3% -$13.7K 0.06% 219
2022
Q1 		$374K Sell
6,326
-75
-1% -$4.06K 0.07% 222
2021
Q4 		$281K Sell
6,401
-54
-0.8% -$2.25K 0.05% 269
2021
Q3 		$229K Buy
+6,455
New +$183K 0.05% 298
2021
Q1 		– Sell
-6,468
Closed -$102K – 797
2020
Q4 		$102K Buy
+6,468
New +$80.1K 0.02% 461

Other funds holding DVN

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Drummond Knight Asset Management
Drummond Knight Asset Management Crows Nest, NSW, Australia $541M AUM 57.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's DVN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Devon Energy (DVN) stake by 2.3% in Q3 2026, selling an estimated $8.17K and leaving 7,714 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #305.

Pinnacle Wealth Planning Services first reported a position in DVN in Q4 2020 and has held it in 20 quarters since. The position peaked at $374K in Q1 2022. 462 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 7,714 shares of Devon Energy worth $355K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 178 Devon Energy shares in Q3 2026, an estimated $8.17K.
  • Devon Energy made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #305 holding.
  • Pinnacle Wealth Planning Services first reported a position in Devon Energy in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Devon Energy position peaked at $374K in Q1 2022.
  • 462 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.