What smart money is saying about Devon Energy Corp
DVN
No fund has written a full thesis on Devon Energy Corp in our archive, but 4 fund letters report a position in it — most recently Guinness Global Energy Fund in August 2026.
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4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Devon Energy Corp, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 4 positions
- August 2026
“Our exploration and production (E&P) holdings (c.19%) give us exposure most directly to rising oil and natural gas prices. We include in this category non-integrated oil sands companies, as this is the GICS approach. The stock here with oil sands exposure is Canadian Natural Resources. 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.”
Devon Energy Corp - July 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.”
Devon Energy Corp - June 2026
“The main index of oil and gas equities, the MSCI World Energy Index (net return), fell by 5.8% in May, while the broader equity market, as measured by the MSCI World Index (net return), rose by 4.6% in USD. 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.”
Devon Energy Corp - 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.”
Devon Energy Corp
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