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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 660 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.
660 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.