Follow-The-Filings

Security

DVN

Devon Energy Corp. New · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new 2 exits max 3.0% (John Armitage - Egerton C...)

grid → activity →
owners 17
max % 3.0%
tracked value $5.5B
qoq N 1 A 7 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 3.0% Add -0.63 pp 7,558,060 $312M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.3% Reduce +0.09 pp 28,973 $1.5B hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.3% Add +0.09 pp 458,844 $23M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.02 pp 979,638 $49M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce +0.01 pp 5,122,466 $258M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.12 pp 3,834,547 $193M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.05 pp 25,622 $1M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 81,484,123 $3B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 702,337 $35M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 2,018,174 $102M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce +0.01 pp 994,102 $50M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 272,473 $14M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 100,159 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 102,803 $4M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% Add 0.00 pp 215 $9M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 45,242 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% — 389 $20 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.16 pp 1,170,881 $43M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 637,549 $23M hist

17 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $15.14B $15.92B $16.79B
Gross profit — — —
Gross margin — — —
Net income $3.75B $2.89B $2.64B
Net margin * 24.7% 18.2% 15.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.16B $3.43B $4.01B
Total non-current assets * $21.33B $27.06B $27.59B
Total assets $24.49B $30.49B $31.6B
Total current liabilities $2.95B $3.31B $4.09B
Total non-current liabilities — — —
Total equity $12.06B $14.5B $15.53B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $6.54B $6.6B $6.71B
Cash from investing -$3.94B -$7.33B -$3.39B
Cash from financing -$3.18B $706M -$2.73B
Net change in cash -$579M -$29M $588M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders