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Advus Financial Partners, LLC’s Devon Energy DVN Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-4,933
Closed -$248K – 267
2026
Q1 		$248K Buy
+4,933
New +$212K 0.06% 214
2025
Q2 		– Sell
-7,083
Closed -$265K – 257
2025
Q1 		$265K Buy
+7,083
New +$251K 0.07% 193
2024
Q4 		– Sell
-5,604
Closed -$219K – 225
2024
Q3 		$219K Buy
+5,604
New +$247K 0.06% 207

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

Advus Financial Partners, LLC's DVN Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 4,933 shares — an estimated $248K sold.

Advus Financial Partners, LLC first reported a position in DVN in Q3 2024 and held it in 3 quarters. The position peaked at $265K in Q1 2025. 1,459 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 4,933 Devon Energy shares in Q2 2026, an estimated $248K.
  • Advus Financial Partners, LLC first reported a position in Devon Energy in Q3 2024 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Devon Energy position peaked at $265K in Q1 2025.
  • 1,459 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.