Quantum Financial Advisors’s Devon Energy DVN Stock Holding History

Quantum Financial Advisors’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	$277K	Buy	+6,695	New	+$310K	0.03%	189
2024 Q4	–	Sell	-5,672	Closed	-$222K	–	197
2024 Q3	$222K	Hold	5,672	–	–	0.03%	164
2024 Q2	$269K	Hold	5,672	–	–	0.05%	129
2024 Q1	$285K	Hold	5,672	–	–	0.05%	123
2023 Q4	$257K	Hold	5,672	–	–	0.06%	94
2023 Q3	$271K	Hold	5,672	–	–	0.08%	84
2023 Q2	$274K	Hold	5,672	–	–	0.08%	68
2023 Q1	$287K	Hold	5,672	–	–	0.09%	67
2022 Q4	$349K	Hold	5,672	–	–	0.16%	46
2022 Q3	$341K	Hold	5,672	–	–	0.15%	44
2022 Q2	$341K	Buy	+5,672	New	+$370K	0.13%	50

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quantum Financial Advisors's DVN Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 6,695 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Quantum Financial Advisors previously reported a position in DVN as recently as Q3 2024.

Quantum Financial Advisors first reported a position in DVN in Q2 2022 and has held it in 11 quarters since. The position peaked at $349K in Q4 2022. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Quantum Financial Advisors held 6,695 shares of Devon Energy worth $277K as of Q2 2026.
Devon Energy was a new Quantum Financial Advisors position in Q2 2026.
Devon Energy made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #189 holding.
Quantum Financial Advisors first reported a position in Devon Energy in Q2 2022 and has held it in 11 quarters since.
Quantum Financial Advisors's Devon Energy position peaked at $349K in Q4 2022.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.