SEC 13F Intelligence

Speece Thorson Capital Group Inc / DVN

Speece Thorson Capital Group Inc’s Devon Energy Corp New Position

Does Speece Thorson Capital Group Inc own Devon Energy Corp New (DVN)? Yes281.6K shares worth $14M (+3.23% of its 13F portfolio) as of Q1 2026, down from 303.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
281.6K
% of Portfolio
+3.23%
Quarters Held
29
currently held

Position History DVN

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $8MQ3 ’21: $10MQ4 ’21: $12MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $14MQ4 ’22: $14MQ1 ’23: $13MQ1 ’23Q2 ’23: $12MQ3 ’23: $14MQ4 ’23: $13MQ1 ’24: $14MQ1 ’24Q2 ’24: $13MQ3 ’24: $13MQ4 ’24: $10MQ1 ’25: $12MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026281.6K$14M+3.23%
Q4 2025303.6K$11M+2.41%
Q3 2025323.6K$11M+2.27%
Q2 2025327.8K$10M+2.12%
Q1 2025320.2K$12M+2.47%
Q4 2024314.8K$10M+2.03%
Q3 2024329.1K$13M+2.38%
Q2 2024279.9K$13M+2.71%
Q1 2024285.5K$14M+2.77%
Q4 2023289.4K$13M+2.69%
Q3 2023288.3K$14M+3.03%
Q2 2023247.0K$12M+2.44%
Q1 2023249.5K$13M+2.66%
Q4 2022233.0K$14M+3.08%
Q3 2022234.5K$14M+3.22%
Q2 2022149.6K$8M+1.94%
Q1 2022148.4K$9M+1.88%
Q4 2021272.1K$12M+2.29%
Q3 2021271.1K$10M+2.02%
Q2 2021271.3K$8M+1.65%
Q1 2021272.7K$6M+1.25%
Q4 2020350.4K$6M+1.32%
Q3 2020356.3K$3M+0.89%
Q2 2020283.7K$3M+0.93%
Q1 2020302.6K$2M+0.72%
Q4 2019307.3K$8M+2.07%
Q3 2019315.9K$8M+2.03%
Q2 2019244.7K$7M+1.86%
Q1 2019244.9K$8M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of DVN.