Root Financial Partners
DVN icon

Root Financial Partners’s Devon Energy DVN Stock Holding History

Root Financial Partners’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
Q3 		$112K Buy
+2,426
New +$111K ﹤0.01% 683
2026
Q2 		– Sell
-1,219
Closed -$61.3K – 1171
2026
Q1 		$61.3K Buy
1,219
+304
+33% +$13K ﹤0.01% 777
2025
Q4 		$33.5K Buy
915
+471
+106% +$16.4K ﹤0.01% 890
2025
Q3 		$15.6K Buy
+444
New +$15.1K ﹤0.01% 1240

Other funds holding DVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's DVN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Devon Energy (DVN) in Q3 2026: 2,426 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DVN as recently as Q1 2026.

Root Financial Partners first reported a position in DVN in Q3 2025 and has held it in 4 quarters since. 1,261 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Root Financial Partners held 2,426 shares of Devon Energy worth $112K as of Q3 2026.
  • Devon Energy was a new Root Financial Partners position in Q3 2026.
  • Devon Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #683 holding.
  • Root Financial Partners first reported a position in Devon Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.