Summit Financial’s Devon Energy DVN Stock Holding History

Summit Financial’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	$1.53M	Buy	30,385 +1,676	+6%	+$71.9K	0.02%	645
2025 Q4	$1.05M	Buy	28,709 +681	+2%	+$23.8K	0.02%	656
2025 Q3	$983K	Buy	28,028 +1,454	+5%	+$49.5K	0.02%	665
2025 Q2	$845K	Sell	26,574 -5,054	-16%	-$161K	0.02%	447
2025 Q1	$1.18M	Sell	31,628 -531	-2%	-$18.8K	0.03%	341
2024 Q4	$1.05M	Buy	32,159 +20,176	+168%	+$760K	0.04%	306
2024 Q3	$469K	Sell	11,983 -24,145	-67%	-$1.06M	0.02%	384
2024 Q2	$1.71M	Buy	36,128 +6,288	+21%	+$313K	0.08%	170
2024 Q1	$1.5M	Buy	29,840 +1,428	+5%	+$63.4K	0.09%	132
2023 Q4	$1.29M	Sell	28,412 -3,486	-11%	-$160K	0.08%	149
2023 Q3	$1.52M	Buy	31,898 +25,763	+420%	+$1.3M	0.11%	119
2023 Q2	$297K	Buy	+6,135	New	+$308K	0.02%	277

Other funds holding DVN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM