DVN
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.6 | P/B | 1.48 |
| EPS (TTM) | 4.18 | Dividend | 1.84% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 60.5M | 0.1% | −2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 40.3M | n/a | n/a |
| State Street | 38.6M | 0.1% | +9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 34.3M | n/a | n/a |
| Charles Schwab Investment Mgmt | 19.2M | 0.1% | +274% |
| Geode Capital Management | 16.8M | 0.1% | −13% |
Top institutional owners for DVN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 14 | Lowe Robert Ferrall III | SELL | 7K | −$344K |
| SEP 14 | Gaspar Clay M | BUY | 4K | +$200K |
| JUN 12 | Alexander Andrea | SELL | 18K | −$841K |
| MAY 15 | Vela Adam M | SELL | 24K | −$1M |
| MAY 12 | Ritenour Jeffrey L | SELL | 70K | −$3M |
1 insider buy, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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