In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Devon Energy Corp reported 2 stock positions worth $1.6 billion. Its top holding was Fervo Energy Class A (FRVO) at 65.6% of the portfolio, followed by Waterbridge Infrastruc Class A (WBI, 34.4%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Fervo Energy Class A (FRVO) and the biggest sale Waterbridge Infrastruc Class A (WBI, shares −10%).
- Location
- Houston, TX
- CIK
- 0001090012
- Portfolio Value
- $1.6B (Q2 2026)