DVN Devon Energy Corp.
Devon Energy Corp. (DVN) Institutional Ownership
What the institutions did with DVN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 71.4K | 26.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 41.7K | 15.5% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 35.0K | 13.0% |
| DOLIVER ADVISORS, LP | 32.4K | 12.0% |
| Miller Global Investments, LLC | 26.4K | 9.8% |
| CX Institutional | 20.7K | 7.7% |
| MassMutual Private Wealth & Trust, FSB | 8.9K | 3.3% |
| Versant Capital Management, Inc | 8.2K | 3.0% |
| COLLECTIVE FAMILY OFFICE LLC | 6.8K | 2.5% |
| Montecito Bank & Trust | 5.8K | 2.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.8K | 1.8% |
| Olistico Wealth, LLC | 3.5K | 1.3% |
| General Partner, Inc. | 2.5K | 0.9% |
| GoalVest Advisory LLC | 735 | 0.3% |
| Rosenberg Matthew Hamilton | 695 | 0.3% |
| Hickory Point Bank & Trust | 300 | 0.1% |
| Planning Strategies Inc. | 61 | 0.0% |
| Noble Wealth Management PBC | 16 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 28.9K | 41.7K | +12.8K |
| COLLECTIVE FAMILY OFFICE LLC | New | 0 | 6.8K | +6.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | New | 0 | 4.8K | +4.8K |
| EASTERN BANK | Increased | 69.7K | 71.4K | +1.8K |
| Olistico Wealth, LLC | Reduced | 4.8K | 3.5K | -1.3K |
| Miller Global Investments, LLC | Increased | 25.7K | 26.4K | +654 |
| Montecito Bank & Trust | Increased | 5.3K | 5.8K | +535 |
| CX Institutional | Increased | 20.1K | 20.7K | +533 |
| DOLIVER ADVISORS, LP | Reduced | 32.8K | 32.4K | -456 |
| Versant Capital Management, Inc | Reduced | 8.6K | 8.2K | -442 |
| Hickory Point Bank & Trust | Reduced | 700 | 300 | -400 |
| MassMutual Private Wealth & Trust, FSB | Increased | 8.9K | 8.9K | +66 |
| Noble Wealth Management PBC | New | 0 | 16 | +16 |
| Planning Strategies Inc. | Increased | 60 | 61 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.