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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
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 $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

Pinnacle Wealth Planning Services's DVN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Devon Energy (DVN) stake by 1.8% in Q1 2026, buying an estimated $5.19K and bringing the position to 6,839 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #295.

Pinnacle Wealth Planning Services first reported a position in DVN in Q4 2020 and has held it in 18 quarters since. The position peaked at $374K in Q1 2022. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,839 shares of Devon Energy worth $344K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 121 Devon Energy shares in Q1 2026, an estimated $5.19K.
  • Devon Energy made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #295 holding.
  • Pinnacle Wealth Planning Services first reported a position in Devon Energy in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Devon Energy position peaked at $374K in Q1 2022.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.