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Regal Investment Advisors’s Devon Energy DVN Stock Holding History

Regal Investment 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 		$1.71M Buy
+41,301
New +$1.91M 0.09% 228
2022
Q4 		– Sell
-3,550
Closed -$213K – 500
2022
Q3 		$213K Buy
+3,550
New +$221K 0.02% 432
2015
Q4 		– Sell
-57
Closed -$2K – 425
2015
Q3 		$2K Hold
57
– – ﹤0.01% 928
2015
Q2 		$3K Hold
57
– – ﹤0.01% 803
2015
Q1 		$3K Buy
57
+1
+2% +$61 ﹤0.01% 865
2014
Q4 		$3K Sell
56
-75
-57% -$4.55K ﹤0.01% 802
2014
Q3 		$9K Buy
131
+72
+122% +$5.35K ﹤0.01% 708
2014
Q2 		$5K Hold
59
– – ﹤0.01% 762
2014
Q1 		$4K Sell
59
-29
-33% -$1.8K ﹤0.01% 764
2013
Q4 		$5K Sell
88
-1
-1% -$61 ﹤0.01% 671
2013
Q3 		$5K Hold
89
– – ﹤0.01% 702
2013
Q2 		$5K Buy
+89
New +$4.96K ﹤0.01% 693

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

Regal Investment Advisors's DVN Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 41,301 shares worth $1.71M. The stake represents 0.09% of the portfolio and ranks #228 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in DVN as recently as Q3 2022.

Regal Investment Advisors first reported a position in DVN in Q2 2013 and has held it in 12 quarters since. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Regal Investment Advisors held 41,301 shares of Devon Energy worth $1.71M as of Q2 2026.
  • Devon Energy was a new Regal Investment Advisors position in Q2 2026.
  • Devon Energy made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • Regal Investment Advisors first reported a position in Devon Energy in Q2 2013 and has held it in 12 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.