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Plato Investment Management’s Devon Energy DVN Stock Holding History

Plato Investment Management’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 		– Sell
-19,910
Closed -$1M – 520
2026
Q1 		$1M Hold
19,910
– – 0.07% 263
2025
Q4 		$733K Buy
+19,910
New +$695K 0.05% 307
2025
Q1 		– Sell
-1,275
Closed -$41.9K – 551
2024
Q4 		$41.9K Sell
1,275
-100,905
-99% -$3.8M ﹤0.01% 504
2024
Q3 		$3.99M Buy
102,180
+31,405
+44% +$1.38M 0.32% 74
2024
Q2 		$3.35M Buy
70,775
+20,283
+40% +$1.01M 0.31% 72
2024
Q1 		$2.53M Buy
50,492
+50,478
+360,557% +$2.24M 0.26% 100
2023
Q4 		$634 Buy
+14
New +$641 ﹤0.01% 452

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

Plato Investment Management's DVN Position: Q2 2026 in Review

Plato Investment Management sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 19,910 shares — an estimated $1M sold.

Plato Investment Management first reported a position in DVN in Q4 2023 and held it in 7 quarters. The position peaked at $3.99M in Q3 2024. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Plato Investment Management reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 19,910 Devon Energy shares in Q2 2026, an estimated $1M.
  • Plato Investment Management first reported a position in Devon Energy in Q4 2023 and held it in 7 quarters.
  • Plato Investment Management's Devon Energy position peaked at $3.99M in Q3 2024.
  • 1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.