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Valeo Financial Advisors’s Devon Energy DVN Stock Holding History

Valeo Financial Advisors’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 		$852K Sell
18,498
-3,974
-18% -$182K 0.02% 331
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
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
SC
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

Valeo Financial Advisors's DVN Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Devon Energy (DVN) stake by 18% in Q3 2026, selling an estimated $182K and leaving 18,498 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #331.

Valeo Financial Advisors first reported a position in DVN in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.26M in Q3 2023. 50 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Valeo Financial Advisors held 18,498 shares of Devon Energy worth $852K as of Q3 2026.
  • Valeo Financial Advisors sold 3,974 Devon Energy shares in Q3 2026, an estimated $182K.
  • Devon Energy made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #331 holding.
  • Valeo Financial Advisors first reported a position in Devon Energy in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's Devon Energy position peaked at $1.26M in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

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