What smart money is saying about Devon Energy
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No fund has written a full thesis on Devon Energy in our archive, but 3 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 3 positions
- HoldsGuinness Global Energy FundJuly 2026
“The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
Read the letterDevon Energy - HoldsGuinness Global Energy FundJune 2026
“Within the Fund, the strongest performers were OMV, Enbridge, Repsol, Valero and Schlumberger while the weakest performers were BP, Devon, Helix, Imperial Oil and Petrochina.”
Read the letterDevon Energy - HoldsGuinnessJune 2026
“The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
Read the letterDevon Energy
Read the letters behind these Devon Energy positions
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