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Roehl & Yi Investment Advisors’s Devon Energy DVN Stock Holding History

Roehl & Yi 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 		$573K Buy
13,879
+71
+0.5% +$3.29K 0.19% 107
2026
Q1 		$695K Sell
13,808
-81
-0.6% -$3.47K 0.26% 81
2025
Q4 		$509K Sell
13,889
-113
-0.8% -$3.94K 0.2% 95
2025
Q3 		$491K Buy
14,002
+6,626
+90% +$226K 0.21% 91
2025
Q2 		$235K Buy
7,376
+10
+0.1% +$318 0.12% 130
2025
Q1 		$275K Buy
+7,366
New +$261K 0.15% 122

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

Roehl & Yi Investment Advisors's DVN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Devon Energy (DVN) stake by 0.51% in Q2 2026, buying an estimated $3.29K and bringing the position to 13,879 shares worth $573K. The position accounts for 0.19% of the portfolio, ranked #107.

Roehl & Yi Investment Advisors first reported a position in DVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $695K in Q1 2026. 1,459 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Roehl & Yi Investment Advisors held 13,879 shares of Devon Energy worth $573K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 71 Devon Energy shares in Q2 2026, an estimated $3.29K.
  • Devon Energy made up 0.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Roehl & Yi Investment Advisors first reported a position in Devon Energy in Q1 2025 and has held it in 6 quarters since.
  • Roehl & Yi Investment Advisors's Devon Energy position peaked at $695K in Q1 2026.
  • 1,459 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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