James T. Borello RIA
DVN icon

James T. Borello RIA’s Devon Energy DVN Stock Holding History

James T. Borello RIA’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 		$8.84K Sell
192
-57
-23% -$2.62K ﹤0.01% 635
2026
Q2 		$10.3K Buy
249
+11
+5% +$510 ﹤0.01% 592
2026
Q1 		$12K Buy
238
+205
+621% +$8.79K ﹤0.01% 507
2025
Q4 		$1.21K Sell
33
-66
-67% -$2.3K ﹤0.01% 854
2025
Q3 		$3.47K Buy
+99
New +$3.37K ﹤0.01% 588

Other funds holding DVN

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Drummond Knight Asset Management
Drummond Knight Asset Management Crows Nest, NSW, Australia $541M AUM 57.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

James T. Borello RIA's DVN Position: Q3 2026 in Review

James T. Borello RIA reduced its Devon Energy (DVN) stake by 23% in Q3 2026, selling an estimated $2.62K and leaving 192 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

James T. Borello RIA first reported a position in DVN in Q3 2025 and has held it in 5 quarters since. The position peaked at $12K in Q1 2026. 452 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • James T. Borello RIA held 192 shares of Devon Energy worth $8.84K as of Q3 2026.
  • James T. Borello RIA sold 57 Devon Energy shares in Q3 2026, an estimated $2.62K.
  • Devon Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #635 holding.
  • James T. Borello RIA first reported a position in Devon Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Devon Energy position peaked at $12K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.