Symphony Financial’s Devon Energy DVN Stock Holding History

Symphony 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 Q2	$215K	Buy	+5,158	New	+$239K	0.02%	342
2024 Q3	–	Sell	-8,007	Closed	-$376K	–	233
2024 Q2	$376K	Buy	8,007 +48	+0.6%	+$2.39K	0.07%	148
2024 Q1	$399K	Buy	7,959 +19	+0.2%	+$843	0.09%	130
2023 Q4	$331K	Buy	7,940 +842	+12%	+$38.5K	0.07%	160
2023 Q3	$324K	Sell	7,098 -1,772	-20%	-$89.2K	0.08%	127
2023 Q2	$429K	Buy	8,870 +516	+6%	+$25.9K	0.11%	129
2023 Q1	$416K	Buy	8,354 +474	+6%	+$27K	0.11%	155
2022 Q4	$464K	Sell	7,880 -2,146	-21%	-$146K	0.12%	144
2022 Q3	$611K	Buy	+10,026	New	+$623K	0.2%	111

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's DVN Position: Q2 2026 in Review

Symphony Financial opened a new position in Devon Energy (DVN) in Q2 2026: 5,158 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Symphony Financial previously reported a position in DVN as recently as Q2 2024.

Symphony Financial first reported a position in DVN in Q3 2022 and has held it in 9 quarters since. The position peaked at $611K in Q3 2022. 1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Symphony Financial held 5,158 shares of Devon Energy worth $215K as of Q2 2026.
Devon Energy was a new Symphony Financial position in Q2 2026.
Devon Energy made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #342 holding.
Symphony Financial first reported a position in Devon Energy in Q3 2022 and has held it in 9 quarters since.
Symphony Financial's Devon Energy position peaked at $611K in Q3 2022.
1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.