Toth Financial Advisory’s Devon Energy DVN Stock Holding History

Toth 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
2026 Q3	$2.44K	Sell	53 -35	-40%	-$1.61K	﹤0.01%	765
2026 Q2	$3.64K	Buy	88 +85	+2,833%	+$3.94K	﹤0.01%	689
2026 Q1	$151	Hold	3	–	–	﹤0.01%	881
2025 Q4	$110	Hold	3	–	–	﹤0.01%	886
2025 Q3	$106	Hold	3	–	–	﹤0.01%	765
2025 Q2	$96	Hold	3	–	–	﹤0.01%	720
2025 Q1	$113	Hold	3	–	–	﹤0.01%	698
2024 Q4	$99	Buy	+3	New	+$113	﹤0.01%	689
2021 Q4	–	Sell	-149	Closed	-$5K	–	775
2021 Q3	$5K	Buy	+149	New	+$4.23K	﹤0.01%	552
2019 Q1	–	Sell	-406	Closed	-$9K	–	423
2018 Q4	$9K	Buy	406 +3	+0.7%	+$92	﹤0.01%	285
2018 Q3	$16K	Hold	403	–	–	﹤0.01%	280
2018 Q2	$18K	Buy	403 +1	+0.2%	+$39	﹤0.01%	276
2018 Q1	$13K	Buy	402 +1	+0.2%	+$37	﹤0.01%	304
2017 Q4	$17K	Buy	+401	New	+$15.2K	﹤0.01%	286

Other funds holding DVN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Toth Financial Advisory's DVN Position: Q3 2026 in Review

Toth Financial Advisory reduced its Devon Energy (DVN) stake by 40% in Q3 2026, selling an estimated $1.61K and leaving 53 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Toth Financial Advisory first reported a position in DVN in Q4 2017 and has held it in 14 quarters since. The position peaked at $18K in Q2 2018. 50 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

Toth Financial Advisory held 53 shares of Devon Energy worth $2.44K as of Q3 2026.
Toth Financial Advisory sold 35 Devon Energy shares in Q3 2026, an estimated $1.61K.
Devon Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #765 holding.
Toth Financial Advisory first reported a position in Devon Energy in Q4 2017 and has held it in 14 quarters since.
Toth Financial Advisory's Devon Energy position peaked at $18K in Q2 2018.
50 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.