SAG
DVN icon

SageView Advisory Group’s Devon Energy DVN Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,566
Closed -$57.4K – 1093
2025
Q4 		$57.4K Buy
+1,566
New +$54.7K ﹤0.01% 1021
2023
Q1 		– Sell
-5,494
Closed -$338K – 464
2022
Q4 		$338K Buy
+5,494
New +$374K 0.03% 307

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

SageView Advisory Group's DVN Position: Q1 2026 in Review

SageView Advisory Group sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 1,566 shares — an estimated $57.4K sold.

SageView Advisory Group first reported a position in DVN in Q4 2022 and held it in 2 quarters. The position peaked at $338K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • SageView Advisory Group reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,566 Devon Energy shares in Q1 2026, an estimated $57.4K.
  • SageView Advisory Group first reported a position in Devon Energy in Q4 2022 and held it in 2 quarters.
  • SageView Advisory Group's Devon Energy position peaked at $338K in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.