David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Devon Energy Corp. (DVN)
← All DVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.26 $6.22–15.76 · VW $11.11i SEC
2020   Q1 163,558 0.26 Add 4.30% 0.01 $4.70–26.98 · VW $12.86i $1,130,000 SEC
2019   Q4 156,811 0.66 Reduce 4.94% 0.04 $19.72–26.91 · VW $24.20i $4,072,000 SEC
2019   Q3 164,965 0.71 Reduce 2.10% 0.02 $21.12–29.36 · VW $24.85i $3,969,000 SEC
2019   Q2 168,509 0.87 Reduce 4.62% 0.04 $24.80–35.39 · VW $29.57i $4,806,000 SEC
2019   Q1 176,669 0.97 Reduce 2.41% 0.02 $21.76–32.53 · VW $28.62i $5,576,000 SEC
2018   Q4 181,027 0.77 Reduce 2.66% 0.03 $20.37–40.88 · VW $27.93i $4,080,000 SEC
2018   Q3 185,969 1.20 Reduce 0.81% 0.01 $38.69–46.54 · VW $41.72i $7,428,000 SEC
2018   Q2 187,495 1.38 Reduce 2.66% 0.03 $29.83–44.89 · VW $39.56i $8,242,000 SEC
2018   Q1 192,627 1.02 Reduce 1.01% 0.01 $29.97–45.16 · VW $35.64i $6,124,000 SEC
2017   Q4 194,597 1.28 Reduce 7.60% 0.10 $33.97–42.60 · VW $39.32i $8,056,000 SEC
2017   Q3 210,596 1.27 Reduce 0.77% <0.01 $28.79–37.45 · VW $34.32i $7,731,000 SEC
2017   Q2 212,229 1.16 Reduce 3.32% 0.05 $29.89–43.52 · VW $35.13i $6,785,000 SEC
2017   Q1 219,520 1.61 Reduce 3.04% 0.05 $38.02–49.45 · VW $43.06i $9,158,000 SEC
2016   Q4 226,403 1.75 Add 0.46% <0.01 $36.64–50.69 · VW $44.33i $10,340,000 SEC
2016   Q3 225,360 1.75 Reduce 2.70% 0.04 $35.01–45.62 · VW $41.58i $9,941,000 SEC
2016   Q2 231,608 1.63 Reduce 1.23% 0.02 $25.55–39.47 · VW $33.76i $8,396,000 SEC
2016   Q1 234,504 1.27 Add 47.91% 0.41 $18.07–32.93 · VW $26.15i $6,435,000 SEC
2015   Q4 158,540 0.99 Reduce 56.19% 1.08 $28.00–48.68 · VW $36.23i $5,073,000 SEC
2015   Q3 361,892 1.93 Add 1.36% 0.03 $36.01–59.80 · VW $44.30i $13,423,000 SEC
2015   Q2 357,021 2.67 Reduce 2.65% 0.07 $58.77–70.48 · VW $62.91i $21,239,000 SEC
2015   Q1 366,741 2.56 Add 2.64% 0.07 $56.35–67.08 · VW $61.25i $22,118,000 SEC
2014   Q4 357,296 2.47 Add 3.53% 0.08 $51.76–68.80 · VW $60.59i $21,870,000 SEC
2014   Q3 345,120 2.74 Add 1.40% 0.04 $67.58–80.01 · VW $71.92i $23,530,000 SEC
2014   Q2 340,347 3.08 Reduce 9.88% 0.30 $66.75–80.63 · VW $75.59i $27,024,000 SEC
2014   Q1 377,666 3.03 Add 5.31% 0.15 $57.67–66.95 · VW $63.85i $25,277,000 SEC
2013   Q4 358,618 2.69 Reduce 1.55% 0.04 $57.58–66.92 · VW $62.12i $22,188,000 SEC
2013   Q3 364,248 2.84 Add 0.97% 0.03 $52.00–60.38 · VW $56.71i $21,039,000 SEC
2013   Q2 360,744 2.62 Add 0.65% 0.02 $50.81–61.10 · VW $54.60i $18,715,000 SEC
2013   Q1 358,416 2.99 Add 11.77% 0.32 $51.63–61.80 · VW $56.62i $20,222,000 SEC
2012   Q4 320,662 2.74 Reduce 1.78% 0.05 $50.89–63.00 · VW $55.31i $16,687,000 SEC
2012   Q3 326,473 2.95 Reduce 4.34% 0.12 $54.56–63.95 · VW $59.67i $19,752,000 SEC
2012   Q2 341,296 2.86 Reduce 1.33% 0.04 $54.01–73.14 · VW $61.71i $19,792,000 SEC
2012   Q1 345,899 3.23 Add 1.77% 0.06 $62.13–76.34 · VW $69.86i $24,600,000 SEC
2011   Q4 339,895 3.02 Reduce 4.41% 0.13 $50.74–69.55 · VW $60.76i $21,073,000 SEC
2011   Q3 355,570 2.94 Reduce 2.18% 0.07 $55.14–84.52 · VW $65.03i $19,713,000 SEC
2011   Q2 363,502 3.35 Add 2.57% 0.08 $75.50–92.69 · VW $82.33i $28,648,000 SEC
2011   Q1 354,377 3.81 Reduce 6.25% 0.23 $76.96–93.56 · VW $87.43i $32,521,000 SEC
2010   Q4 378,020 3.75 Reduce 0.02% <0.01 $63.76–78.86 · VW $73.71i $29,678,000 SEC
2010   Q3 378,107 3.55 Reduce 21.80% 0.83 $59.07–66.21 · VW $63.34i $24,479,000 SEC
2010   Q2 483,499 3.81 Add 0.32% 0.01 $58.58–70.80 · VW $63.43i $29,455,000 SEC
2010   Q1 481,952 3.54 Reduce 6.73% 0.28 $62.38–76.79 · VW $67.87i $31,052,000 SEC
2009   Q4 516,711 4.11 Add 0.02% <0.01 $62.60–75.05 · VW $70.38i $37,978,000 SEC
2009   Q3 516,633 3.94 Reduce 0.39% 0.01 $48.74–72.91 · VW $62.99i $34,785,000 SEC
2009   Q2 518,669 3.80 Reduce 0.20% <0.01 $43.35–67.40 · VW $55.08i $28,267,000 SEC
2009   Q1 519,712 3.65 Add 4.51% 0.16 $38.55–73.11 · VW $52.12i $23,226,000 SEC
2008   Q4 497,265 4.28 Add 1.36% 0.06 $54.40–91.69 · VW $70.60i $32,675,000 SEC
2008   Q3 490,615 4.39 Add 8.24% 0.33 $82.10–127.43 · VW $100.24i $44,744,000 SEC
2008   Q2 453,256 5.78 Reduce 7.35% 0.31 $101.31–127.16 · VW $116.21i $54,463,000 SEC
2008   Q1 489,208 4.19 Reduce 13.10% 0.48 $74.56–108.13 · VW $95.67i $51,039,000 SEC
2007   Q4 562,963 3.63 Add 1.11% 0.04 $80.05–94.75 · VW $87.90i $50,053,000 SEC
2007   Q3 556,805 3.06 Add 148.47% 1.83 $69.01–85.20 · VW $79.14i $46,326,000 SEC
2007   Q2 224,097 1.13 Add 5.29% 0.06 $69.30–83.92 · VW $77.17i $17,545,000 SEC
2007   Q1 212,845 1.06 Buy 1.06 $62.80–71.24 · VW $67.75i $14,733,000 SEC
Price snapshot:
Current price$43.73
52-week low$30.65
52-week high$52.34