John Armitage’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312M Buy
7,558,060
+1,032,920
+16% +$47.9M 3.02% 12
2026
Q1
$328M Buy
+6,525,140
New +$280M 3.64% 13

Other funds holding DVN

John Armitage's DVN Position: Q2 2026 in Review

John Armitage increased its Devon Energy (DVN) stake by 16% in Q2 2026, buying an estimated $47.9M and bringing the position to 7,558,060 shares worth $312M. The position accounts for 3.02% of the portfolio, ranked #12.

John Armitage first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $328M in Q1 2026. 1,456 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • John Armitage held 7,558,060 shares of Devon Energy worth $312M as of Q2 2026.
  • John Armitage bought 1,032,920 Devon Energy shares in Q2 2026, an estimated $47.9M.
  • Devon Energy made up 3.02% of John Armitage's portfolio in Q2 2026, its #12 holding.
  • John Armitage first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • John Armitage's Devon Energy position peaked at $328M in Q1 2026.
  • 1,456 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.