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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
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

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

Pinnacle Wealth Planning Services's DVN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Devon Energy (DVN) stake by 15% in Q2 2026, buying an estimated $48.8K and bringing the position to 7,892 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #340.

Pinnacle Wealth Planning Services first reported a position in DVN in Q4 2020 and has held it in 19 quarters since. The position peaked at $374K in Q1 2022. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,892 shares of Devon Energy worth $326K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,053 Devon Energy shares in Q2 2026, an estimated $48.8K.
  • Devon Energy made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #340 holding.
  • Pinnacle Wealth Planning Services first reported a position in Devon Energy in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Devon Energy position peaked at $374K in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.