Picton Mahoney Asset Management’s Devon Energy DVN Stock Holding History

Picton Mahoney Asset Management’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	$8.35M	Buy	+202,125	New	+$9.37M	0.06%	280
2025 Q4	–	Sell	-276,273	Closed	-$9.69M	–	1249
2025 Q3	$9.69M	Buy	276,273 +200,209	+263%	+$6.82M	0.09%	201
2025 Q2	$2.42M	Sell	76,064 -22,536	-23%	-$718K	0.02%	316
2025 Q1	$3.69M	Buy	+98,600	New	+$3.5M	0.06%	211
2023 Q4	–	Sell	-240	Closed	-$12K	–	461
2023 Q3	$12K	Buy	+240	New	+$12.1K	﹤0.01%	343
2019 Q4	–	Sell	-151,500	Closed	-$3.65M	–	299
2019 Q3	$3.65M	Sell	151,500 -143,500	-49%	-$3.59M	0.26%	97
2019 Q2	$8.41M	Sell	295,000 -29,700	-9%	-$883K	0.58%	61
2019 Q1	$10.2M	Buy	+324,700	New	+$9.07M	0.78%	51
2014 Q4	–	Sell	-268,100	Closed	-$18.3M	–	346
2014 Q3	$18.3M	Buy	268,100 +107,700	+67%	+$8.01M	0.99%	30
2014 Q2	$12.7M	Buy	+160,400	New	+$11.7M	0.75%	49

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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's DVN Position: Q2 2026 in Review

Picton Mahoney Asset Management opened a new position in Devon Energy (DVN) in Q2 2026: 202,125 shares worth $8.35M. The stake represents 0.06% of the portfolio and ranks #280 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in DVN as recently as Q3 2025.

Picton Mahoney Asset Management first reported a position in DVN in Q2 2014 and has held it in 10 quarters since. The position peaked at $18.3M in Q3 2014. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Picton Mahoney Asset Management held 202,125 shares of Devon Energy worth $8.35M as of Q2 2026.
Devon Energy was a new Picton Mahoney Asset Management position in Q2 2026.
Devon Energy made up 0.06% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #280 holding.
Picton Mahoney Asset Management first reported a position in Devon Energy in Q2 2014 and has held it in 10 quarters since.
Picton Mahoney Asset Management's Devon Energy position peaked at $18.3M in Q3 2014.
1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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