Plante Moran Financial Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41 | Buy |
+1
| New | +$46 | ﹤0.01% | 1581 |
|
|
2025
Q2 | – | Sell |
-44
| Closed | -$1.65K | – | 797 |
|
|
2025
Q1 | $1.65K | Hold |
44
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $1.44K | Hold |
44
| – | – | ﹤0.01% | 801 |
|
|
2024
Q3 | $1.72K | Sell |
44
-486
| -92% | -$21.4K | ﹤0.01% | 763 |
|
|
2024
Q2 | $25.1K | Buy |
530
+486
| +1,105% | +$24.2K | ﹤0.01% | 442 |
|
|
2024
Q1 | $2.21K | Hold |
44
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $1.99K | Hold |
44
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $2.1K | Hold |
44
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $2.13K | Hold |
44
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $2.23K | Hold |
44
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $2.71K | Sell |
44
-1,100
| -96% | -$75K | ﹤0.01% | 722 |
|
|
2022
Q3 | $69K | Sell |
1,144
-12
| -1% | -$746 | 0.01% | 262 |
|
|
2022
Q2 | $64K | Buy |
1,156
+982
| +564% | +$64.1K | 0.01% | 282 |
|
|
2022
Q1 | $10K | Hold |
174
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $6K | Buy |
174
+44
| +34% | +$1.25K | ﹤0.01% | 756 |
|
|
2021
Q2 | $4K | Buy |
+130
| New | +$3.36K | ﹤0.01% | 810 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 752 |
|
|
2019
Q4 | $1K | Buy |
+27
| New | +$608 | ﹤0.01% | 718 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 811 |
|
|
2018
Q4 | $1K | Buy |
+50
| New | +$1.54K | ﹤0.01% | 790 |
|
|
2018
Q2 | – | Sell |
-253
| Closed | -$8K | – | 850 |
|
|
2018
Q1 | $8K | Hold |
253
| – | – | ﹤0.01% | 636 |
|
|
2017
Q4 | $10K | Buy |
253
+211
| +502% | +$7.99K | 0.01% | 590 |
|
|
2017
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $1K | Sell |
42
-367
| -90% | -$13.4K | ﹤0.01% | 780 |
|
|
2017
Q1 | $17K | Buy |
409
+322
| +370% | +$14.2K | 0.01% | 505 |
|
|
2016
Q4 | $4K | Buy |
87
+45
| +107% | +$1.99K | ﹤0.01% | 748 |
|
|
2016
Q3 | $2K | Sell |
42
-88
| -68% | -$3.57K | ﹤0.01% | 828 |
|
|
2016
Q2 | $5K | Buy |
+130
| New | +$4.41K | ﹤0.01% | 624 |
|
|
2016
Q1 | – | Sell |
-198
| Closed | -$6K | – | 891 |
|
|
2015
Q4 | $6K | Sell |
198
-50
| -20% | -$2.05K | ﹤0.01% | 671 |
|
|
2015
Q3 | $9K | Sell |
248
-952
| -79% | -$43.7K | 0.01% | 493 |
|
|
2015
Q2 | $71K | Hold |
1,200
| – | – | 0.05% | 241 |
|
|
2015
Q1 | $72K | Hold |
1,200
| – | – | 0.05% | 232 |
|
|
2014
Q4 | $73K | Buy |
1,200
+1,100
| +1,100% | +$66.7K | 0.05% | 223 |
|
|
2014
Q3 | $7K | Buy |
+100
| New | +$7.44K | 0.01% | 613 |
|
Other funds holding DVN
DSA
Plante Moran Financial Advisors's DVN Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 1 share worth $41. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DVN as recently as Q1 2025.
Plante Moran Financial Advisors first reported a position in DVN in Q3 2014 and has held it in 33 quarters since. The position peaked at $73K in Q4 2014. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.
- Plante Moran Financial Advisors held 1 share of Devon Energy worth $41 as of Q2 2026.
- Devon Energy was a new Plante Moran Financial Advisors position in Q2 2026.
- Devon Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1581 holding.
- Plante Moran Financial Advisors first reported a position in Devon Energy in Q3 2014 and has held it in 33 quarters since.
- Plante Moran Financial Advisors's Devon Energy position peaked at $73K in Q4 2014.
- 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.