UAG
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United Advisor Group’s Devon Energy DVN Stock Holding History

United Advisor 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 		$216K Sell
4,291
-2,756
-39% -$118K 0.03% 475
2025
Q4 		$258K Buy
+7,047
New +$246K 0.03% 411

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

United Advisor Group's DVN Position: Q1 2026 in Review

United Advisor Group reduced its Devon Energy (DVN) stake by 39% in Q1 2026, selling an estimated $118K and leaving 4,291 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #475.

United Advisor Group first reported a position in DVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • United Advisor Group held 4,291 shares of Devon Energy worth $216K as of Q1 2026.
  • United Advisor Group sold 2,756 Devon Energy shares in Q1 2026, an estimated $118K.
  • Devon Energy made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #475 holding.
  • United Advisor Group first reported a position in Devon Energy in Q4 2025 and has held it in 2 quarters since.
  • United Advisor Group's Devon Energy position peaked at $258K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.