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Zuckerman Investment Group’s Devon Energy DVN Stock Holding History

Zuckerman Investment 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 		$213K Buy
+5,159
New +$239K 0.02% 134
2025
Q4 		– Sell
-29,000
Closed -$1.02M – 151
2025
Q3 		$1.02M Hold
29,000
– – 0.09% 80
2025
Q2 		$922K Buy
29,000
+5,000
+21% +$159K 0.09% 80
2025
Q1 		$898K Hold
24,000
– – 0.1% 80
2024
Q4 		$810K Sell
24,000
-1,000
-4% -$37.7K 0.08% 82
2024
Q3 		$978K Buy
+25,000
New +$1.1M 0.1% 77

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

Zuckerman Investment Group's DVN Position: Q2 2026 in Review

Zuckerman Investment Group opened a new position in Devon Energy (DVN) in Q2 2026: 5,159 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Zuckerman Investment Group previously reported a position in DVN as recently as Q3 2025.

Zuckerman Investment Group first reported a position in DVN in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Zuckerman Investment Group held 5,159 shares of Devon Energy worth $213K as of Q2 2026.
  • Devon Energy was a new Zuckerman Investment Group position in Q2 2026.
  • Devon Energy made up 0.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #134 holding.
  • Zuckerman Investment Group first reported a position in Devon Energy in Q3 2024 and has held it in 6 quarters since.
  • Zuckerman Investment Group's Devon Energy position peaked at $1.02M in Q3 2025.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.