StockDriftsStockDriftsTop 1 Devon Energy CORP De Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WBI | WATERBRIDGE INFRASTRUCTURE L | 34.43% | 16.00M | $548.4M | -9.88%(-1.76M) | $23.40(+34.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.92% |
Devon Energy CORP De reports $1.59B in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed position is WBI (34.4%). The top 20 holdings account for 34.43% of reported assets. Its disclosed equity book has returned +27.92% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Devon Energy CORP De’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1090012). View Devon Energy CORP De’s 13F filings on SEC