Planning Strategies Inc.’s Devon Energy DVN Stock Holding History

Planning Strategies Inc.’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	$2.48K	Buy	+60	New	+$2.78K	﹤0.01%	541

Other funds holding DVN

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Planning Strategies Inc.'s DVN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Devon Energy (DVN) in Q2 2026: 60 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

532 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Planning Strategies Inc. held 60 shares of Devon Energy worth $2.48K as of Q2 2026.
Devon Energy was a new Planning Strategies Inc. position in Q2 2026.
Devon Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #541 holding.
532 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.