United Capital Financial Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.08M | Buy |
50,228
+5,875
| +13% | +$272K | 0.01% | 574 |
|
|
2026
Q1 | $2.23M | Buy |
44,353
+2,477
| +6% | +$106K | 0.01% | 525 |
|
|
2025
Q4 | $1.53M | Buy |
41,876
+7,235
| +21% | +$253K | 0.01% | 604 |
|
|
2025
Q3 | $1.21M | Sell |
34,641
-244
| -0.7% | -$8.31K | 0.01% | 589 |
|
|
2025
Q2 | $1.11M | Buy |
34,885
+1,380
| +4% | +$43.9K | 0.01% | 562 |
|
|
2025
Q1 | $1.25M | Buy |
33,505
+7,402
| +28% | +$263K | 0.01% | 525 |
|
|
2024
Q4 | $854K | Buy |
26,103
+4,567
| +21% | +$172K | 0.01% | 592 |
|
|
2024
Q3 | $842K | Sell |
21,536
-3,685
| -15% | -$162K | 0.01% | 589 |
|
|
2024
Q2 | $1.2M | Sell |
25,221
-4,064
| -14% | -$202K | 0.01% | 491 |
|
|
2024
Q1 | $1.47M | Buy |
29,285
+104
| +0.4% | +$4.62K | 0.01% | 483 |
|
|
2023
Q4 | $1.32M | Buy |
29,181
+16,522
| +131% | +$756K | 0.01% | 495 |
|
|
2023
Q3 | $604K | Sell |
12,659
-2,240
| -15% | -$113K | ﹤0.01% | 606 |
|
|
2023
Q2 | $720K | Sell |
14,899
-959
| -6% | -$48.2K | ﹤0.01% | 620 |
|
|
2023
Q1 | $803K | Sell |
15,858
-5,275
| -25% | -$300K | ﹤0.01% | 634 |
|
|
2022
Q4 | $1.3M | Buy |
21,133
+3,630
| +21% | +$247K | 0.01% | 560 |
|
|
2022
Q3 | $1.05M | Sell |
17,503
-6,202
| -26% | -$385K | 0.01% | 600 |
|
|
2022
Q2 | $1.31M | Sell |
23,705
-649
| -3% | -$42.4K | 0.01% | 584 |
|
|
2022
Q1 | $1.44M | Buy |
24,354
+1,681
| +7% | +$91K | 0.01% | 595 |
|
|
2021
Q4 | $999K | Sell |
22,673
-3,026
| -12% | -$126K | ﹤0.01% | 676 |
|
|
2021
Q3 | $913K | Buy |
25,699
+7,019
| +38% | +$199K | ﹤0.01% | 701 |
|
|
2021
Q2 | $545K | Buy |
18,680
+2,098
| +13% | +$54.2K | ﹤0.01% | 839 |
|
|
2021
Q1 | $362K | Buy |
16,582
+4,332
| +35% | +$89.2K | ﹤0.01% | 942 |
|
|
2020
Q4 | $194K | Sell |
12,250
-2,617
| -18% | -$32.4K | ﹤0.01% | 1135 |
|
|
2020
Q3 | $141K | Buy |
14,867
+389
| +3% | +$4.09K | ﹤0.01% | 1096 |
|
|
2020
Q2 | $164K | Sell |
14,478
-3,002
| -17% | -$34.2K | ﹤0.01% | 1118 |
|
|
2020
Q1 | $121K | Sell |
17,480
-7,788
| -31% | -$141K | ﹤0.01% | 1111 |
|
|
2019
Q4 | $656K | Buy |
25,268
+5,313
| +27% | +$120K | ﹤0.01% | 916 |
|
|
2019
Q3 | $480K | Sell |
19,955
-26,312
| -57% | -$658K | ﹤0.01% | 966 |
|
|
2019
Q2 | $1.32M | Buy |
46,267
+11,931
| +35% | +$355K | 0.01% | 726 |
|
|
2019
Q1 | $1.08M | Sell |
34,336
-105
| -0.3% | -$2.93K | 0.01% | 760 |
|
|
2018
Q4 | $776K | Sell |
34,441
-6,849
| -17% | -$210K | 0.01% | 779 |
|
|
2018
Q3 | $1.65M | Sell |
41,290
-82
| -0.2% | -$3.49K | 0.01% | 651 |
|
|
2018
Q2 | $1.82M | Sell |
41,372
-25,383
| -38% | -$983K | 0.01% | 614 |
|
|
2018
Q1 | $2.12M | Buy |
66,755
+1,838
| +3% | +$67.5K | 0.02% | 574 |
|
|
2017
Q4 | $2.69M | Sell |
64,917
-14,943
| -19% | -$565K | 0.02% | 524 |
|
|
2017
Q3 | $2.93M | Sell |
79,860
-3,503
| -4% | -$114K | 0.02% | 496 |
|
|
2017
Q2 | $2.67M | Buy |
83,363
+5,375
| +7% | +$197K | 0.02% | 509 |
|
|
2017
Q1 | $3.25M | Buy |
77,988
+7,793
| +11% | +$343K | 0.03% | 452 |
|
|
2016
Q4 | $3.21M | Buy |
70,195
+4,512
| +7% | +$199K | 0.03% | 463 |
|
|
2016
Q3 | $2.9M | Buy |
65,683
+11,632
| +22% | +$472K | 0.03% | 490 |
|
|
2016
Q2 | $1.95M | Buy |
54,051
+1,013
| +2% | +$34.4K | 0.02% | 558 |
|
|
2016
Q1 | $1.46M | Buy |
53,038
+20,283
| +62% | +$494K | 0.02% | 605 |
|
|
2015
Q4 | $1.05M | Sell |
32,755
-5,182
| -14% | -$213K | 0.01% | 684 |
|
|
2015
Q3 | $1.41M | Sell |
37,937
-4,564
| -11% | -$209K | 0.02% | 606 |
|
|
2015
Q2 | $2.53M | Buy |
42,501
+3,091
| +8% | +$200K | 0.03% | 529 |
|
|
2015
Q1 | $2.69M | Sell |
39,410
-822
| -2% | -$50.1K | 0.03% | 494 |
|
|
2014
Q4 | $2.46M | Buy |
40,232
+6,762
| +20% | +$410K | 0.04% | 415 |
|
|
2014
Q3 | $2.28M | Buy |
33,470
+54
| +0.2% | +$4.02K | 0.04% | 413 |
|
|
2014
Q2 | $2.65M | Sell |
33,416
-698
| -2% | -$50.8K | 0.05% | 348 |
|
|
2014
Q1 | $2.28M | Buy |
34,114
+25,614
| +301% | +$1.59M | 0.05% | 338 |
|
|
2013
Q4 | $526K | Sell |
8,500
-44,393
| -84% | -$2.72M | 0.02% | 425 |
|
|
2013
Q3 | $3.06M | Buy |
52,893
+3,368
| +7% | +$192K | 0.1% | 194 |
|
|
2013
Q2 | $2.57M | Buy |
+49,525
| New | +$2.76M | 0.07% | 276 |
|
Other funds holding DVN
DSA
United Capital Financial Advisors's DVN Position: Q2 2026 in Review
United Capital Financial Advisors increased its Devon Energy (DVN) stake by 13% in Q2 2026, buying an estimated $272K and bringing the position to 50,228 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #574.
United Capital Financial Advisors first reported a position in DVN in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.25M in Q1 2017. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.
- United Capital Financial Advisors held 50,228 shares of Devon Energy worth $2.08M as of Q2 2026.
- United Capital Financial Advisors bought 5,875 Devon Energy shares in Q2 2026, an estimated $272K.
- Devon Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #574 holding.
- United Capital Financial Advisors first reported a position in Devon Energy in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Devon Energy position peaked at $3.25M in Q1 2017.
- 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.