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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
2020
Q4 		– Sell
-1,500
Closed -$14K – 1712
2020
Q3 		$14K Buy
+1,500
New +$15.8K ﹤0.01% 998
2020
Q1 		– Sell
-1,500
Closed -$39K – 1816
2019
Q4 		$39K Hold
1,500
– – ﹤0.01% 735
2019
Q3 		$36K Buy
+1,500
New +$37.5K ﹤0.01% 699

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
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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. 60 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.
  • 60 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.