Tortoise Investment Management’s Devon Energy DVN Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-43	Closed	-$1.51K	–	576
2025 Q3	$1.51K	Sell	43 -1	-2%	-$34	﹤0.01%	950
2025 Q2	$1.4K	Buy	44 +23	+110%	+$732	﹤0.01%	877
2025 Q1	$785	Hold	21	–	–	﹤0.01%	766
2024 Q4	$687	Hold	21	–	–	﹤0.01%	822
2024 Q3	$822	Hold	21	–	–	﹤0.01%	824
2024 Q2	$995	Hold	21	–	–	﹤0.01%	822
2024 Q1	$1.05K	Hold	21	–	–	﹤0.01%	810
2023 Q4	$951	Hold	21	–	–	﹤0.01%	741
2023 Q3	$1K	Buy	+21	New	+$1.06K	﹤0.01%	738
2015 Q1	–	Sell	-150	Closed	-$9K	–	438
2014 Q4	$9K	Buy	+150	New	+$9.09K	﹤0.01%	320
2014 Q3	–	Sell	-20	Closed	-$2K	–	397
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	379
2014 Q1	$1K	Hold	20	–	–	﹤0.01%	333
2013 Q4	$1K	Hold	20	–	–	﹤0.01%	316
2013 Q3	$1K	Hold	20	–	–	﹤0.01%	323
2013 Q2	$1K	Buy	+20	New	+$1.11K	﹤0.01%	351

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

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

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Tortoise Investment Management's DVN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 43 shares — an estimated $1.51K sold.

Tortoise Investment Management first reported a position in DVN in Q2 2013 and held it in 15 quarters. The position peaked at $9K in Q4 2014. 1,143 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

Tortoise Investment Management reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 43 Devon Energy shares in Q4 2025, an estimated $1.51K.
Tortoise Investment Management first reported a position in Devon Energy in Q2 2013 and held it in 15 quarters.
Tortoise Investment Management's Devon Energy position peaked at $9K in Q4 2014.
1,143 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.