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Livelsberger Financial Advisory’s Devon Energy DVN Stock Holding History

Livelsberger Financial Advisory’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
-238
Closed -$7.59K – 32
2025
Q2 		$7.59K Buy
+238
New +$7.58K 0.15% 53
2024
Q4 		– Sell
-237
Closed -$9.3K – 31
2024
Q3 		$9.3K Buy
+237
New +$10.4K 0.2% 48
2024
Q1 		– Sell
-236
Closed -$10.7K – 63
2023
Q4 		$10.7K Buy
+236
New +$10.8K 0.01% 291

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 $1.89T AUM 35.08% 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 $287B AUM 42.33% 1-Year Est. Return

Livelsberger Financial Advisory's DVN Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 238 shares — an estimated $7.59K sold.

Livelsberger Financial Advisory first reported a position in DVN in Q4 2023 and held it in 3 quarters. The position peaked at $10.7K in Q4 2023. 1,103 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 238 Devon Energy shares in Q3 2025, an estimated $7.59K.
  • Livelsberger Financial Advisory first reported a position in Devon Energy in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Devon Energy position peaked at $10.7K in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.