Stiles Financial Services
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Stiles Financial Services’s Devon Energy DVN Stock Holding History

Stiles Financial Services’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 		$1.78M Sell
38,577
-819
-2% -$37.6K 0.45% 60
2026
Q2 		$1.63M Buy
39,396
+24
+0.1% +$1.11K 0.41% 62
2026
Q1 		$1.98M Sell
39,372
-230
-0.6% -$9.9K 0.61% 53
2025
Q4 		$1.45M Sell
39,602
-17,961
-31% -$627K 0.45% 61
2025
Q3 		$2.02M Sell
57,563
-1,423
-2% -$48.4K 0.64% 53
2025
Q2 		$1.88M Buy
58,986
+1,347
+2% +$42.9K 0.65% 53
2025
Q1 		$2.16M Buy
57,639
+2,626
+5% +$93.2K 0.83% 39
2024
Q4 		$1.8M Buy
55,013
+4,054
+8% +$153K 0.65% 52
2024
Q3 		$1.99M Buy
50,959
+4,159
+9% +$183K 0.7% 47
2024
Q2 		$2.22M Buy
46,800
+5,778
+14% +$287K 0.85% 37
2024
Q1 		$2.06M Buy
41,022
+11,152
+37% +$495K 0.82% 39
2023
Q4 		$1.35M Buy
29,870
+15,036
+101% +$688K 0.61% 54
2023
Q3 		$708K Buy
14,834
+7,897
+114% +$398K 0.37% 82
2023
Q2 		$335K Buy
+6,937
New +$349K 0.17% 134
2023
Q1 		– Sell
-4,585
Closed -$282K – 185
2022
Q4 		$282K Buy
4,585
+415
+10% +$28.3K 0.16% 140
2022
Q3 		$251K Buy
4,170
+373
+10% +$23.2K 0.15% 140
2022
Q2 		$209K Buy
3,797
+364
+11% +$23.8K 0.13% 158
2022
Q1 		$222K Buy
+3,433
New +$186K 0.11% 163

Other funds holding DVN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stiles Financial Services's DVN Position: Q3 2026 in Review

Stiles Financial Services reduced its Devon Energy (DVN) stake by 2.1% in Q3 2026, selling an estimated $37.6K and leaving 38,577 shares worth $1.78M. The position accounts for 0.45% of the portfolio, ranked #60.

Stiles Financial Services first reported a position in DVN in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.22M in Q2 2024. 792 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Stiles Financial Services held 38,577 shares of Devon Energy worth $1.78M as of Q3 2026.
  • Stiles Financial Services sold 819 Devon Energy shares in Q3 2026, an estimated $37.6K.
  • Devon Energy made up 0.45% of Stiles Financial Services's portfolio in Q3 2026, its #60 holding.
  • Stiles Financial Services first reported a position in Devon Energy in Q1 2022 and has held it in 18 quarters since.
  • Stiles Financial Services's Devon Energy position peaked at $2.22M in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.