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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
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

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State Street
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Vanguard Portfolio Management
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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

Root Financial Partners's DVN Position: Q2 2026 in Review

Root Financial Partners sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 1,219 shares — an estimated $61.3K sold.

Root Financial Partners first reported a position in DVN in Q3 2025 and held it in 3 quarters. The position peaked at $61.3K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Root Financial Partners reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,219 Devon Energy shares in Q2 2026, an estimated $61.3K.
  • Root Financial Partners first reported a position in Devon Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Devon Energy position peaked at $61.3K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.