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Planning Strategies’s Devon Energy DVN Stock Holding History

Planning Strategies’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 		$2.48K Buy
+60
New +$2.78K ﹤0.01% 541

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Planning Strategies's DVN Position: Q2 2026 in Review

Planning Strategies opened a new position in Devon Energy (DVN) in Q2 2026: 60 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

1,374 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Planning Strategies held 60 shares of Devon Energy worth $2.48K as of Q2 2026.
  • Devon Energy was a new Planning Strategies position in Q2 2026.
  • Devon Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #541 holding.
  • 1,374 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.