Valeo Financial Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $929K | Buy |
22,472
+16,570
| +281% | +$768K | 0.02% | 318 |
|
|
2026
Q1 | $297K | Sell |
5,902
-4,651
| -44% | -$199K | 0.01% | 551 |
|
|
2025
Q4 | $387K | Buy |
10,553
+1,314
| +14% | +$45.9K | 0.01% | 537 |
|
|
2025
Q3 | $324K | Sell |
9,239
-2,025
| -18% | -$68.9K | 0.01% | 584 |
|
|
2025
Q2 | $358K | Sell |
11,264
-3,538
| -24% | -$113K | 0.01% | 521 |
|
|
2025
Q1 | $554K | Buy |
14,802
+305
| +2% | +$10.8K | 0.02% | 393 |
|
|
2024
Q4 | $474K | Sell |
14,497
-1,744
| -11% | -$65.7K | 0.01% | 422 |
|
|
2024
Q3 | $635K | Sell |
16,241
-2,650
| -14% | -$117K | 0.02% | 354 |
|
|
2024
Q2 | $895K | Buy |
18,891
+61
| +0.3% | +$3.03K | 0.03% | 258 |
|
|
2024
Q1 | $981K | Sell |
18,830
-2,352
| -11% | -$104K | 0.04% | 242 |
|
|
2023
Q4 | $960K | Sell |
21,182
-5,232
| -20% | -$240K | 0.04% | 229 |
|
|
2023
Q3 | $1.26M | Buy |
26,414
+3,890
| +17% | +$196K | 0.06% | 175 |
|
|
2023
Q2 | $1.09M | Sell |
22,524
-370
| -2% | -$18.6K | 0.05% | 194 |
|
|
2023
Q1 | $1.16M | Buy |
22,894
+8,077
| +55% | +$460K | 0.06% | 192 |
|
|
2022
Q4 | $911K | Buy |
14,817
+1,779
| +14% | +$121K | 0.05% | 200 |
|
|
2022
Q3 | $784K | Buy |
13,038
+4,309
| +49% | +$268K | 0.05% | 199 |
|
|
2022
Q2 | $481K | Buy |
8,729
+2,441
| +39% | +$159K | 0.03% | 258 |
|
|
2022
Q1 | $372K | Buy |
+6,288
| New | +$340K | 0.02% | 397 |
|
|
2021
Q2 | – | Sell |
-193
| Closed | -$4K | – | 852 |
|
|
2021
Q1 | $4K | Buy |
193
+152
| +371% | +$3.13K | ﹤0.01% | 1613 |
|
|
2020
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 1575 |
|
|
2020
Q3 | $0 | Sell |
41
-87
| -68% | -$916 | ﹤0.01% | 1733 |
|
|
2020
Q2 | $1K | Buy |
128
+41
| +47% | +$468 | ﹤0.01% | 1863 |
|
|
2020
Q1 | $1K | Buy |
87
+71
| +444% | +$1.28K | ﹤0.01% | 1642 |
|
|
2019
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q3 | $0 | Sell |
16
-37
| -70% | -$926 | ﹤0.01% | 1581 |
|
|
2019
Q2 | $2K | Sell |
53
-45
| -46% | -$1.34K | ﹤0.01% | 1391 |
|
|
2019
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q4 | $2K | Sell |
98
-370
| -79% | -$11.4K | ﹤0.01% | 1268 |
|
|
2018
Q3 | $15K | Buy |
468
+415
| +783% | +$17.7K | ﹤0.01% | 850 |
|
|
2018
Q2 | $2K | Sell |
53
-107
| -67% | -$4.15K | ﹤0.01% | 1330 |
|
|
2018
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 903 |
|
|
2017
Q3 | $6K | Buy |
+160
| New | +$5.19K | ﹤0.01% | 823 |
|
Other funds holding DVN
DSA
Valeo Financial Advisors's DVN Position: Q2 2026 in Review
Valeo Financial Advisors increased its Devon Energy (DVN) stake by 281% in Q2 2026, buying an estimated $768K and bringing the position to 22,472 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #318.
Valeo Financial Advisors first reported a position in DVN in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.26M in Q3 2023. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.
- Valeo Financial Advisors held 22,472 shares of Devon Energy worth $929K as of Q2 2026.
- Valeo Financial Advisors bought 16,570 Devon Energy shares in Q2 2026, an estimated $768K.
- Devon Energy made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #318 holding.
- Valeo Financial Advisors first reported a position in Devon Energy in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Devon Energy position peaked at $1.26M in Q3 2023.
- 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.