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Sequoia Financial Advisors’s Devon Energy DVN Stock Holding History

Sequoia Financial 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 		$3.69M Buy
89,209
+21,285
+31% +$987K 0.02% 414
2026
Q1 		$3.42M Buy
67,924
+4,727
+7% +$203K 0.02% 421
2025
Q4 		$2.31M Buy
63,197
+2,850
+5% +$99.5K 0.01% 528
2025
Q3 		$2.12M Buy
60,347
+7,979
+15% +$272K 0.01% 502
2025
Q2 		$1.67M Buy
52,368
+5,863
+13% +$187K 0.01% 517
2025
Q1 		$1.74M Buy
46,505
+3,807
+9% +$135K 0.01% 468
2024
Q4 		$1.4M Buy
42,698
+6,987
+20% +$263K 0.01% 490
2024
Q3 		$1.4M Buy
35,711
+1,564
+5% +$68.9K 0.02% 457
2024
Q2 		$1.62M Buy
34,147
+338
+1% +$16.8K 0.02% 374
2024
Q1 		$1.7M Sell
33,809
-14,081
-29% -$625K 0.02% 358
2023
Q4 		$2.17M Buy
47,890
+35,936
+301% +$1.65M 0.03% 340
2023
Q3 		$570K Sell
11,954
-2,325
-16% -$117K 0.01% 480
2023
Q2 		$690K Sell
14,279
-8,656
-38% -$435K 0.01% 431
2023
Q1 		$1.16M Buy
22,935
+11,552
+101% +$658K 0.03% 286
2022
Q4 		$700K Buy
11,383
+5,703
+100% +$389K 0.02% 365
2022
Q3 		$342K Sell
5,680
-1,364
-19% -$84.7K 0.01% 355
2022
Q2 		$388K Buy
7,044
+874
+14% +$57.1K 0.01% 383
2022
Q1 		$365K Buy
6,170
+1,246
+25% +$67.4K 0.01% 436
2021
Q4 		$217K Buy
+4,924
New +$205K 0.01% 530

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

Sequoia Financial Advisors's DVN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Devon Energy (DVN) stake by 31% in Q2 2026, buying an estimated $987K and bringing the position to 89,209 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #414.

Sequoia Financial Advisors first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Sequoia Financial Advisors held 89,209 shares of Devon Energy worth $3.69M as of Q2 2026.
  • Sequoia Financial Advisors bought 21,285 Devon Energy shares in Q2 2026, an estimated $987K.
  • Devon Energy made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #414 holding.
  • Sequoia Financial Advisors first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.