Dmitry Balyasny’s Devon Energy DVN Stock Holding History

Dmitry Balyasny’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18M	Buy	+77,000	New	+$3.57M	﹤0.01%	1595
2026 Q1	–	Sell	-38,500	Closed	-$1.41M	–	3034
2025 Q4	$1.41M	Sell	38,500 -20,900	-35%	-$730K	﹤0.01%	2029
2025 Q3	$2.08M	Sell	59,400 -600	-1%	-$20.4K	﹤0.01%	1769
2025 Q2	$1.91M	Hold	60,000	–	–	﹤0.01%	1754
2025 Q1	$2.24M	Buy	60,000 +52,800	+733%	+$1.87M	﹤0.01%	1657
2024 Q4	$236K	Sell	7,200 -165,300	-96%	-$6.23M	﹤0.01%	2481
2024 Q3	$6.75M	Sell	172,500 -57,600	-25%	-$2.54M	0.01%	1138
2024 Q2	$10.9M	Buy	230,100 +24,800	+12%	+$1.23M	0.02%	843
2024 Q1	$10.3M	Buy	205,300 +199,100	+3,211%	+$8.84M	0.02%	912
2023 Q4	$281K	Buy	+6,200	New	+$284K	﹤0.01%	2188
2023 Q2	–	Sell	-24,900	Closed	-$1.26M	–	2390
2023 Q1	$1.26M	Buy	+24,900	New	+$1.42M	﹤0.01%	1653

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dmitry Balyasny's DVN Position: Q2 2026 in Review

Dmitry Balyasny increased its Devon Energy (DVN) stake by 2,845% in Q2 2026, buying an estimated $132M and bringing the position to 2,949,845 shares worth $122M. The position accounts for 0.15% of the portfolio, ranked #159.

Dmitry Balyasny first reported a position in DVN in Q4 2013 and has held it in 39 quarters since. 1,456 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Dmitry Balyasny held 2,949,845 shares of Devon Energy worth $122M as of Q2 2026.
Dmitry Balyasny bought 2,849,686 Devon Energy shares in Q2 2026, an estimated $132M.
Devon Energy made up 0.15% of Dmitry Balyasny's portfolio in Q2 2026, its #159 holding.
Dmitry Balyasny first reported a position in Devon Energy in Q4 2013 and has held it in 39 quarters since.
1,456 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.