Devon Energy Corp

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%).

Most Recent 13F
Q2 2026
Location
Houston, TX
CIK
0001090012
Portfolio Value
$1.6B (Q2 2026)
SEC Filing
0001193125-26-349321 ↗ filed Aug 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2026: $475.7M Q1 2026 Q2 2026: $1.6B $1.6B Q2 2026

Holdings 2 stocks · $1.6B

FRVO Fervo Energy Co. Class A 65.57% 35,728,296 $1.0B New
WBI Waterbridge Infrastruc Class A 34.43% 16,002,051 $548.4M Reduce -9.9%

Portfolio Sells Q1 2026 → Q2 2026

WBI Waterbridge Infrastruc Class A Reduce -9.9% 34.43% −65.57

Portfolio Buys Q1 2026 → Q2 2026

FRVO Fervo Energy Co. Class A New 65.57% +65.57

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$1.6BFRVO, WBI
Q1 2026 1$475.7MWBI