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Financial Advocates Investment Management’s Devon Energy DVN Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-8,882
Closed -$283K – 205
2025
Q2 		$283K Buy
8,882
+273
+3% +$8.69K 0.02% 509
2025
Q1 		$322K Sell
8,609
-4,441
-34% -$158K 0.02% 541
2024
Q4 		$427K Buy
13,050
+1,981
+18% +$74.6K 0.02% 503
2024
Q3 		$433K Buy
11,069
+1,007
+10% +$44.3K 0.02% 503
2024
Q2 		$477K Sell
10,062
-4,742
-32% -$236K 0.03% 447
2024
Q1 		$743K Sell
14,804
-7,697
-34% -$342K 0.04% 370
2023
Q4 		$1.02M Buy
22,501
+3,660
+19% +$168K 0.07% 285
2023
Q3 		$899K Sell
18,841
-1,293
-6% -$65.1K 0.06% 290
2023
Q2 		$973K Buy
20,134
+10,295
+105% +$518K 0.07% 270
2023
Q1 		$498K Buy
9,839
+2,406
+32% +$137K 0.04% 432
2022
Q4 		$457K Buy
+7,433
New +$507K 0.03% 464

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Advocates Investment Management's DVN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 8,882 shares — an estimated $283K sold.

Financial Advocates Investment Management first reported a position in DVN in Q4 2022 and held it in 11 quarters. The position peaked at $1.02M in Q4 2023. 1,102 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,882 Devon Energy shares in Q3 2025, an estimated $283K.
  • Financial Advocates Investment Management first reported a position in Devon Energy in Q4 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's Devon Energy position peaked at $1.02M in Q4 2023.
  • 1,102 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.