David Katz - Matrix Asset Advisors Inc
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.26 SEC
2020   Q1 163,558 0.26 Add 4.30% 0.01 $6.91 $1,130,000 SEC
2019   Q4 156,811 0.66 Reduce 4.94% 0.04 $25.97 $4,072,000 SEC
2019   Q3 164,965 0.71 Reduce 2.10% 0.02 $24.06 $3,969,000 SEC
2019   Q2 168,509 0.87 Reduce 4.62% 0.04 $28.52 $4,806,000 SEC
2019   Q1 176,669 0.97 Reduce 2.41% 0.02 $31.56 $5,576,000 SEC
2018   Q4 181,027 0.77 Reduce 2.66% 0.03 $22.54 $4,080,000 SEC
2018   Q3 185,969 1.20 Reduce 0.81% 0.01 $39.94 $7,428,000 SEC
2018   Q2 187,495 1.38 Reduce 2.66% 0.03 $43.96 $8,242,000 SEC
2018   Q1 192,627 1.02 Reduce 1.01% 0.01 $31.79 $6,124,000 SEC
2017   Q4 194,597 1.28 Reduce 7.60% 0.10 $41.40 $8,056,000 SEC
2017   Q3 210,596 1.27 Reduce 0.77% <0.01 $36.71 $7,731,000 SEC
2017   Q2 212,229 1.16 Reduce 3.32% 0.05 $31.97 $6,785,000 SEC
2017   Q1 219,520 1.61 Reduce 3.04% 0.05 $41.72 $9,158,000 SEC
2016   Q4 226,403 1.75 Add 0.46% <0.01 $45.67 $10,340,000 SEC
2016   Q3 225,360 1.75 Reduce 2.70% 0.04 $44.11 $9,941,000 SEC
2016   Q2 231,608 1.63 Reduce 1.23% 0.02 $36.25 $8,396,000 SEC
2016   Q1 234,504 1.27 Add 47.91% 0.41 $27.44 $6,435,000 SEC
2015   Q4 158,540 0.99 Reduce 56.19% 1.08 $32.00 $5,073,000 SEC
2015   Q3 361,892 1.93 Add 1.36% 0.03 $37.09 $13,423,000 SEC
2015   Q2 357,021 2.67 Reduce 2.65% 0.07 $59.49 $21,239,000 SEC
2015   Q1 366,741 2.56 Add 2.64% 0.07 $60.31 $22,118,000 SEC
2014   Q4 357,296 2.47 Add 3.53% 0.08 $61.21 $21,870,000 SEC
2014   Q3 345,120 2.74 Add 1.40% 0.04 $68.18 $23,530,000 SEC
2014   Q2 340,347 3.08 Reduce 9.88% 0.30 $79.40 $27,024,000 SEC
2014   Q1 377,666 3.03 Add 5.31% 0.15 $66.93 $25,277,000 SEC
2013   Q4 358,618 2.69 Reduce 1.55% 0.04 $61.87 $22,188,000 SEC
2013   Q3 364,248 2.84 Add 0.97% 0.03 $57.76 $21,039,000 SEC
2013   Q2 360,744 2.62 Add 0.65% 0.02 $51.88 $18,715,000 SEC
2013   Q1 358,416 2.99 Add 11.77% 0.32 $56.42 $20,222,000 SEC
2012   Q4 320,662 2.74 Reduce 1.78% 0.05 $52.04 $16,687,000 SEC
2012   Q3 326,473 2.95 Reduce 4.34% 0.12 $60.50 $19,752,000 SEC
2012   Q2 341,296 2.86 Reduce 1.33% 0.04 $57.99 $19,792,000 SEC
2012   Q1 345,899 3.23 Add 1.77% 0.06 $71.12 $24,600,000 SEC
2011   Q4 339,895 3.02 Reduce 4.41% 0.13 $62.00 $21,073,000 SEC
2011   Q3 355,570 2.94 Reduce 2.18% 0.07 $55.44 $19,713,000 SEC
2011   Q2 363,502 3.35 Add 2.57% 0.08 $78.81 $28,648,000 SEC
2011   Q1 354,377 3.81 Reduce 6.25% 0.23 $91.77 $32,521,000 SEC
2010   Q4 378,020 3.75 Reduce 0.02% <0.01 $78.51 $29,678,000 SEC
2010   Q3 378,107 3.55 Reduce 21.80% 0.83 $64.74 $24,479,000 SEC
2010   Q2 483,499 3.81 Add 0.32% 0.01 $60.92 $29,455,000 SEC
2010   Q1 481,952 3.54 Reduce 6.73% 0.28 $64.43 $31,052,000 SEC
2009   Q4 516,711 4.11 Add 0.02% <0.01 $73.50 $37,978,000 SEC
2009   Q3 516,633 3.94 Reduce 0.39% 0.01 $67.33 $34,785,000 SEC
2009   Q2 518,669 3.80 Reduce 0.20% <0.01 $54.50 $28,267,000 SEC
2009   Q1 519,712 3.64 Add 4.51% 0.16 $44.69 $23,226,000 SEC
2008   Q4 497,265 4.28 Add 1.36% 0.06 $65.71 $32,675,000 SEC
2008   Q3 490,615 8.04 Add 8.24% 0.61 $91.20 $44,744,000 SEC
2008   Q2 453,256 5.78 Reduce 7.35% 0.04 $120.16 $54,463,000 SEC
2008   Q1 489,208 0.55 Buy 0.55 $2.12 $1,039,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.06 SEC
2007   Q3 556,805 3.06 Add 148.47% 1.83 $83.20 $46,326,000 SEC
2007   Q2 224,097 1.13 Add 5.29% 0.06 $78.29 $17,545,000 SEC
2007   Q1 212,845 1.06 Buy 1.06 $69.22 $14,733,000 SEC