Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Devon Energy Corp. (DVN)
← All DVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q2 0 0.00 Sell 100.00% 0.04 $25.55–39.47 · VW $33.76i SEC
2016   Q1 335,430 0.04 Add 0.18% <0.01 $18.07–32.93 · VW $26.15i $9,204,000 SEC
2015   Q4 334,830 0.05 Add 47.98% 0.02 $28.00–48.68 · VW $36.23i $10,715,000 SEC
2015   Q3 226,271 0.04 Add 8.27% <0.01 $36.01–59.80 · VW $44.30i $8,392,000 SEC
2015   Q2 208,980 0.05 Reduce 0.09% $58.77–70.48 · VW $62.91i $12,432,000 SEC
2015   Q1 209,170 0.04 Reduce 0.11% $56.35–67.08 · VW $61.25i $12,615,000 SEC
2014   Q4 209,390 0.04 Add 15.29% <0.01 $51.76–68.80 · VW $60.59i $12,817,000 SEC
2014   Q3 181,620 0.04 Reduce 5.22% <0.01 $67.58–80.01 · VW $71.92i $12,383,000 SEC
2014   Q2 191,620 0.05 Reduce 0.05% $66.75–80.63 · VW $75.59i $15,215,000 SEC
2014   Q1 191,707 0.04 Add 0.04% $57.67–66.95 · VW $63.85i $12,831,000 SEC
2013   Q4 191,632 0.03 Reduce 9.02% <0.01 $57.58–66.92 · VW $62.12i $11,856,000 SEC
2013   Q3 210,620 0.03 Reduce 80.07% 0.11 $52.00–60.38 · VW $56.71i $12,165,000 SEC
2013   Q2 1,056,575 0.14 Reduce 80.17% 0.61 $50.81–61.10 · VW $54.60i $54,815,000 SEC
2013   Q1 5,327,043 0.76 Reduce 25.30% 0.25 $51.63–61.80 · VW $56.62i $300,552,000 SEC
2012   Q4 7,131,339 1.00 Reduce 27.99% 0.41 $50.89–63.00 · VW $55.31i $371,115,000 SEC
2012   Q3 9,903,826 1.45 Reduce 0.48% <0.01 $54.56–63.95 · VW $59.67i $599,182,000 SEC
2012   Q2 9,951,837 1.32 Reduce 0.78% 0.01 $54.01–73.14 · VW $61.71i $577,107,000 SEC
2012   Q1 10,030,218 1.68 Add 0.10% <0.01 $62.13–76.34 · VW $69.86i $713,349,000 SEC
2011   Q4 10,020,339 1.52 Reduce 40.70% 1.09 $50.74–69.55 · VW $60.76i $621,261,000 SEC
2011   Q3 16,896,824 2.67 Reduce 29.71% 1.20 $55.14–84.52 · VW $65.03i $936,760,000 SEC
2011   Q2 24,037,186 4.05 Reduce 5.29% 0.25 $75.50–92.69 · VW $82.33i $1,894,371,000 SEC
2011   Q1 25,380,981 4.79 Reduce 2.44% 0.10 $76.96–93.56 · VW $87.43i $2,329,213,000 SEC
2010   Q4 26,015,719 4.21 Reduce 7.99% 0.26 $63.76–78.86 · VW $73.71i $2,042,495,000 SEC
2010   Q3 28,274,719 3.31 Reduce 2.75% 0.09 $59.07–66.21 · VW $63.34i $1,830,505,000 SEC
2010   Q2 29,074,596 3.33 Add 6.27% 0.20 $58.58–70.80 · VW $63.43i $1,771,224,000 SEC
2010   Q1 27,360,234 5.48 Reduce 7.79% 0.42 $62.38–76.79 · VW $67.87i $192,682,029,905,629,000 SEC
2009   Q4 29,671,920 5.41 Add 0.06% <0.01 $62.60–75.05 · VW $70.38i $2,180,886,000 SEC
2009   Q3 29,653,383 5.12 Add 1.58% 0.08 $48.74–72.91 · VW $62.99i $1,996,562,000 SEC
2009   Q2 29,192,963 4.01 Reduce 0.10% <0.01 $43.35–67.40 · VW $55.08i $1,591,016,000 SEC
2009   Q1 29,220,751 4.56 Add 0.37% 0.02 $38.55–73.11 · VW $52.12i $1,305,630,000 SEC
2008   Q4 29,113,672 5.28 Reduce 0.20% 0.01 $54.40–91.69 · VW $70.60i $1,912,260,000 SEC
2008   Q3 29,172,375 5.21 Add 1.07% 0.06 $82.10–127.43 · VW $100.24i $2,660,521,000 SEC
2008   Q2 28,862,902 6.16 Add 1.99% 0.12 $101.31–127.16 · VW $116.21i $3,468,166,000 SEC
2008   Q1 28,298,361 5.17 Add 0.29% 0.01 $74.56–108.13 · VW $95.67i $2,952,368,000 SEC
2007   Q4 28,216,536 3.69 Reduce 0.37% 0.01 $80.05–94.75 · VW $87.90i $2,508,732,000 SEC
2007   Q3 28,322,576 3.52 Reduce 0.72% 0.03 $69.01–85.20 · VW $79.14i $2,012,296,000 SEC
2007   Q2 28,528,696 3.48 Reduce 0.24% <0.01 $69.30–83.92 · VW $77.17i $2,233,547,000 SEC
2007   Q1 28,598,522 3.23 Reduce 0.44% 0.01 $62.80–71.24 · VW $67.75i $1,979,590,000 SEC
2006   Q4 28,724,545 3.09 Add 0.21% <0.01 $58.55–74.49 · VW $66.71i $1,925,134,000 SEC
2006   Q3 28,665,423 3.32 Reduce 0.01% <0.01 $57.19–74.75 · VW $65.03i $1,810,221,000 SEC
2006   Q2 28,667,224 3.25 Reduce 0.17% <0.01 $48.94–65.25 · VW $58.20i $1,731,787,000 SEC
2006   Q1 28,714,605 3.54 Add 0.12% <0.01 $55.30–69.97 · VW $62.15i $1,756,472,000 SEC
2005   Q4 28,679,624 3.77 Add 0.46% 0.02 $54.01–69.79 · VW $62.11i $1,793,624,000 SEC
2005   Q3 28,547,648 4.35 Buy 4.35 $50.75–70.35 · VW $63.25i $1,959,511,000 SEC
2005   Q2 0 0.00 Sell 100.00% $40.60–52.31 · VW $47.86i SEC
2005   Q1 29,245,348 0.00 Add 9973.24% $36.48–49.42 · VW $44.55i $1,396,465,000 SEC
2004   Q4 290,327 5.03 Reduce 99.02% 0.35 $35.24–41.64 · VW $38.60i $112,124,129,032,775,000 SEC
2004   Q3 29,490,342 0.35 Add 0.36% <0.01 $31.61–37.29 · VW $34.80i $1,034,084,000 SEC
2004   Q2 29,385,564 0.51 Add 3.16% 0.02 $28.67–33.75 · VW $31.81i $969,724,000 SEC
2003   Q4 28,486,124 0.48 Add 1.50% <0.01 $22.95–29.40 · VW $26.99i $819,155,000 SEC
2003   Q3 28,064,894 1.34 Add 1.01% 0.01 $23.18–26.74 · VW $24.67i $674,509,000 SEC
2003   Q2 27,785,508 0.34 Reduce 3.62% 0.09 $22.63–28.33 · VW $25.88i $736,499,000 SEC
2003   Q1 28,828,714 2.49 Add 4.73% 0.11 $21.23–25.18 · VW $23.51i $845,099,000 SEC
2002   Q4 27,526,190 0.59 Add 2.01% 0.01 $21.07–26.55 · VW $23.52i $631,704,000 SEC
2002   Q3 26,984,660 0.53 Reduce 0.15% $16.93–24.85 · VW $21.97i $650,978,000 SEC
2002   Q2 27,026,164 0.00 Add 1.27% $22.52–26.14 · VW $24.43i $665,925,000 SEC
2002   Q1 26,686,824 0.45 Add 2.60% 0.01 $16.95–24.55 · VW $21.88i $645,447,000 SEC
2001   Q4 26,009,960 0.39 Add 13.28% 0.05 $15.73–20.63 · VW $18.56i $502,643,000 SEC
2001   Q3 22,960,630 0.13 Add 46.49% 0.04 $15.27–27.63 · VW $20.03i $381,141,000 SEC
2001   Q2 15,674,082 0.00 Add 143.97% $24.25–31.33 · VW $27.28i $41,103,000 SEC
2001   Q1 6,424,618 0.20 Reduce 2.46% $26.15–33.38 · VW $29.54i $186,956,000 SEC
2000   Q4 6,586,532 0.00 Reduce 1.23% <0.01 $24.00–32.37 · VW $28.95i $200,790,000 SEC
2000   Q3 6,668,218 0.33 Reduce 0.92% <0.01 $21.28–31.38 · VW $27.58i $200,547,000 SEC
2000   Q2 6,730,132 0.58 Add 0.16% <0.01 $21.88–30.47 · VW $26.78i $189,074,000 SEC
2000   Q1 6,719,110 0.16 Reduce 0.12% <0.01 $15.69–24.28 · VW $21.42i $163,148,000 SEC
1999   Q4 6,726,916 0.21 Add 30.34% 0.05 $14.75–21.00 · VW $17.40i $110,574,000 SEC
1999   Q3 5,161,000 0.23 Buy 0.23 $16.50–22.47 · VW $19.90i $106,929,000 SEC
Price snapshot:
Current price$43.73
52-week low$30.65
52-week high$52.34