13FPulse
DV

DVN DEVON ENERGY CORP

2026Q2 · CUSIP 25179M103 · Sector: Energy

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,421
Institutions that reported holding it to the SEC
Net increase in holders
+175
Last quarter 1,246 → now 1,421
How unusual is that
Top 1% in the market
Stronger buying than 99.2% of US stocks
What the filings say, in one paragraph

1,421 funds held DVN at the end of 2026Q2, up 175 from the quarter before. That is stronger buying than 99.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $19.7B(YoY +14.6%), the P/E is 11.6x, return on equity is 7.9%. DVN has had 19 buying rushes in its history, and the price moved +15.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=716 2013Q4: holders=766 2014Q1: holders=791 2014Q2: holders=839 2014Q3: holders=816 2014Q4: holders=827 2015Q1: holders=787 2015Q2: holders=793 2015Q3: holders=714 2015Q4: holders=697 2016Q1: holders=698 2016Q2: holders=721 2016Q3: holders=726 2016Q4: holders=763 2017Q1: holders=752 2017Q2: holders=712 2017Q3: holders=700 2017Q4: holders=767 2018Q1: holders=751 2018Q2: holders=755 2018Q3: holders=729 2018Q4: holders=640 2019Q1: holders=673 2019Q2: holders=619 2019Q3: holders=593 2019Q4: holders=613 2020Q1: holders=541 2020Q2: holders=524 2020Q3: holders=487 2020Q4: holders=532 2021Q1: holders=662 2021Q2: holders=729 2021Q3: holders=794 2021Q4: holders=917 2022Q1: holders=1087 2022Q2: holders=1156 2022Q3: holders=1227 2022Q4: holders=1310 2023Q1: holders=1224 2023Q2: holders=1209 2023Q3: holders=1204 2023Q4: holders=1216 2024Q1: holders=1219 2024Q2: holders=1207 2024Q3: holders=1181 2024Q4: holders=1132 2025Q1: holders=1144 2025Q2: holders=1097 2025Q3: holders=1096 2025Q4: holders=1136 2026Q1: holders=1246 2026Q2: holders=1421 -175 -87.5 +0 +87.5 +175 4389661493 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 5%
2025Q4 Top 20% +9.1%
2022Q4 Top 5% -11.8% -7.3%
2022Q3 Top 1% in the market -23.6% -28.3%
2022Q2 Top 1% in the market +17.4% -9.2%
2022Q1 Top 1% in the market -1.2% +6.1%
2021Q4 Top 5% +32.0% +30.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
331
Change in large funds
+42
Total value they hold
$41.8B
Funds buying for the first time
343
Funds that sold out entirely
168
Price change that quarter
-0.6%
Funds holding puts (bearish)
30
Funds holding calls (bullish)
42

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.6
EPS (TTM)
$4.21
EPS YoY
-5.6%
Revenue (TTM)
$19.7B
Revenue YoY
+14.6%
Net margin
16.7%
ROE
7.9%
Debt ratio
41.1%
FCF (TTM)
$4.7B
Dividend (TTM)
$1.04
Quarterly Revenue & EPS
2021-09-30: EPS 1.24 2021-12-31: EPS 2.25 2022-03-31: EPS 1.48 2022-06-30: EPS 2.93 2022-09-30: EPS 2.88 2022-12-31: EPS 1.83 2023-03-31: EPS 1.53 2023-06-30: EPS 1.07 2023-09-30: EPS 1.42 2023-12-31: EPS 1.82 2024-03-31: EPS 0.94 2024-06-30: EPS 1.34 2024-09-30: EPS 1.30 2024-12-31: EPS 0.98 2025-03-31: EPS 0.77 2025-06-30: EPS 1.41 2025-09-30: EPS 1.09 2025-12-31: EPS 0.90 2026-03-31: EPS 0.19 2026-06-30: EPS 2.03 0B 3.7B 7.4B $B 0.00 1.61 3.22 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 7 4 9 14 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K1.1B2.1B 2016202120222023202420252026
Latest quarter $816M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.