Jeremy Grantham's DVN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 470,523 shares of Devon Energy Corporation (DVN) worth $17.24 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in DVN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 448,323 shares. Largest reduction occurred in Q3 2020, reducing 507,615 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Devon Energy Corporation (DVN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Devon Energy Corporation (DVN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +120,844 | Add 34.56% | 470,523 | $36.63 |
| Q3 2025 | +61,789 | Add 21.46% | 349,679 | $35.06 |
| Q2 2025 | +116,549 | Add 68.02% | 287,890 | $31.81 |
| Q1 2025 | +171,341 | New Buy | 171,341 | $37.40 |
| Q2 2024 | -33,563 | Sold Out | 0 | $0.00 |
| Q1 2024 | +33,563 | New Buy | 33,563 | $50.18 |
| Q4 2023 | -65,825 | Sold Out | 0 | $0.00 |
| Q3 2023 | +2,654 | Add 4.20% | 65,825 | $47.70 |
| Q2 2023 | -26,829 | Reduce 29.81% | 63,171 | $48.34 |
| Q1 2023 | +80,400 | Add 837.50% | 90,000 | $50.61 |
| Q4 2022 | -14,400 | Reduce 60.00% | 9,600 | $61.51 |
| Q3 2022 | +24,000 | New Buy | 24,000 | $60.12 |
| Q2 2022 | -38,057 | Sold Out | 0 | $0.00 |
| Q1 2022 | +38,057 | New Buy | 38,057 | $59.12 |
| Q3 2021 | -9,400 | Sold Out | 0 | $0.00 |
| Q2 2021 | -1,989 | Reduce 17.46% | 9,400 | $29.15 |
| Q1 2021 | +11,389 | New Buy | 11,389 | $21.86 |
| Q3 2020 | -507,615 | Sold Out | 0 | $0.00 |
| Q2 2020 | -239,541 | Reduce 32.06% | 507,615 | $11.34 |
| Q1 2020 | +448,323 | Add 150.02% | 747,156 | $6.91 |
| Q4 2019 | -2,800 | Reduce 0.93% | 298,833 | $25.97 |
| Q3 2019 | +135,400 | Add 81.45% | 301,633 | $24.06 |
| Q2 2019 | +123,633 | Add 290.22% | 166,233 | $28.52 |
| Q1 2019 | +42,600 | New Buy | 42,600 | $31.55 |
| Q3 2017 | -15,600 | Sold Out | 0 | $0.00 |
| Q2 2017 | -800 | Reduce 4.88% | 15,600 | $31.99 |
| Q1 2017 | +2,100 | Add 14.69% | 16,400 | $41.71 |
| Q4 2016 | -600 | Reduce 4.03% | 14,300 | $45.66 |
| Q3 2016 | +500 | Add 3.47% | 14,900 | $44.09 |
| Q1 2016 | -80,200 | Reduce 84.78% | 14,400 | $27.43 |
| Q3 2015 | -112,200 | Reduce 54.26% | 94,600 | $37.09 |
| Q2 2015 | -6,500 | Reduce 3.05% | 206,800 | $59.49 |
| Q1 2015 | +58,800 | Add 38.06% | 213,300 | $60.31 |
| Q4 2014 | -60,086 | Reduce 28.00% | 154,500 | $61.21 |
| Q3 2014 | -135,914 | Reduce 38.78% | 214,586 | $68.18 |
| Q2 2014 | +327,100 | Add 1397.86% | 350,500 | $79.40 |
| Q1 2014 | +5,400 | Add 30.00% | 23,400 | $66.92 |
| Q4 2013 | +3,600 | Add 25.00% | 18,000 | $61.89 |
| Q3 2013 | +1,800 | Add 14.29% | 14,400 | $57.78 |
| Q2 2013 | +12,600 | Add 0.00% | 12,600 | $51.90 |
Jeremy Grantham's Devon Energy Corporation Investment FAQs
Jeremy Grantham first purchased Devon Energy Corporation (DVN) in Q2 2013, acquiring 12,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Devon Energy Corporation (DVN) for 42 quarters since Q2 2013.
Jeremy Grantham's largest addition to Devon Energy Corporation (DVN) was in Q1 2020, adding 747,156 shares worth $5.16 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 470,523 shares of Devon Energy Corporation (DVN), valued at approximately $17.24 M.
As of the Q4 2025 filing, Devon Energy Corporation (DVN) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Devon Energy Corporation (DVN) was 747,156 shares, as reported at the end of Q1 2020.