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
Q2 		$245K Buy
5,933
+1,642
+38% +$76.1K 0.03% 474
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 $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

United Advisor Group's DVN Position: Q2 2026 in Review

United Advisor Group increased its Devon Energy (DVN) stake by 38% in Q2 2026, buying an estimated $76.1K and bringing the position to 5,933 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #474.

United Advisor Group first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • United Advisor Group held 5,933 shares of Devon Energy worth $245K as of Q2 2026.
  • United Advisor Group bought 1,642 Devon Energy shares in Q2 2026, an estimated $76.1K.
  • Devon Energy made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #474 holding.
  • United Advisor Group first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • United Advisor Group's Devon Energy position peaked at $258K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.