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Disclosed positions
Merewether Investment Management, LP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- DEVON ENERGY CORP NEW
- Ticker
- DVN
- Class
- COM
- Reported value
- $271,128,494
- Reported amount
- 6,561,677
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001420506-26-001816Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| DEVON ENERGY CORP NEW | DVN | COM | $271,128,494 | 6,561,677 | SH | None |
| OVINTIV INC | OVV | COM | $229,644,400 | 4,361,717 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $205,324,195 | 1,787,604 | SH | None |
| VISTRA CORP | VST | COM | $200,736,430 | 1,265,438 | SH | None |
| DARLING INGREDIENTS INC | DAR | COM | $164,000,647 | 3,002,575 | SH | None |
| PHILLIPS 66 | PSX | COM | $163,530,687 | 967,351 | SH | None |
| WILLIAMS COS INC | WMB | COM | $162,283,625 | 2,182,992 | SH | None |
| SUNCOR ENERGY INC NEW | SU | COM | $151,254,538 | 2,814,167 | SH | None |
| DT MIDSTREAM INC | DTM | COMMON STOCK | $138,818,388 | 946,016 | SH | None |
| TARGA RES CORP | TRGP | COM | $134,855,114 | 502,928 | SH | None |
| CENTERPOINT ENERGY INC | CNP | COM | $131,400,298 | 2,983,658 | SH | None |
| CENOVUS ENERGY INC | CVE | COM | $120,860,600 | 4,871,447 | SH | None |
| NVENT ELEC PLC | NVT | SHS | $114,971,665 | 677,859 | SH | None |
| PERMIAN RESOURCES CORP | PR | CLASS A COM | $112,527,369 | 6,112,296 | SH | None |
| RALLIANT CORP | RAL | COM | $112,374,916 | 1,526,211 | SH | None |
| ALLIANT ENERGY CORP | LNT | COM | $107,782,741 | 1,412,803 | SH | None |
| BUNGE GLOBAL SA | BG | COM SHS | $103,079,300 | 965,795 | SH | None |
| HALLIBURTON CO | HAL | COM | $90,605,556 | 2,668,794 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $90,202,135 | 377,399 | SH | None |
| TECHNIPFMC PLC | FTI | COM | $85,944,690 | 1,296,300 | SH | None |
| EQT CORP | EQT | COM | $83,866,317 | 1,577,324 | SH | None |
| SOLSTICE ADVANCED MATLS INC | SOLS | COM SHS | $80,660,908 | 910,394 | SH | None |
| WESCO INTL INC | WCC | COM | $80,631,652 | 233,424 | SH | None |
| MASTEC INC | MTZ | COM | $79,149,590 | 190,236 | SH | None |
| MADISON AIR SOLUTIONS CORP | MAIR | COM SHS CL A | $75,805,392 | 1,943,728 | SH | None |
| TOTALENERGIES SE | TTE | ACT | $75,531,243 | 971,338 | SH | None |
| MARATHON PETE CORP | MPC | COM | $73,784,317 | 288,592 | SH | None |
| LEGENCE CORP | LGN | CL A | $72,672,041 | 852,658 | SH | None |
| COMFORT SYS USA INC | FIX | COM | $72,658,287 | 36,660 | SH | None |
| INNIO NV | Unresolved | ORDINARY SHARES | $70,750,995 | 1,788,900 | SH | None |
| BP PLC | BP | SPONSORED ADR | $68,062,159 | 1,842,007 | SH | None |
| CRH PLC | CRH | ORD | $67,081,189 | 626,927 | SH | None |
| SENSATA TECHNOLOGIES HLDG PL | ST | SHS | $62,911,533 | 1,317,795 | SH | None |
| TENARIS S A | TS | SPONSORED ADS | $62,742,099 | 1,130,692 | SH | None |
| TALEN ENERGY CORP | TLN | COM | $59,464,235 | 154,750 | SH | None |
| SELECT WATER SOLUTIONS INC | WTTR | CL A COM | $59,058,642 | 2,955,888 | SH | None |
| WEATHERFORD INTL PLC | WFRD | ORD SHS | $57,002,078 | 699,412 | SH | None |
| CORE NATURAL RESOURCES INC | CNR | COM SHS | $55,010,949 | 687,465 | SH | None |
| JAMES HARDIE INDS PLC | JHX | ORD SHS | $54,036,279 | 2,064,029 | SH | None |
| BORGWARNER INC | BWA | COM | $53,225,908 | 801,595 | SH | None |
| XCEL ENERGY INC | XEL | COM | $52,595,938 | 654,993 | SH | None |
| METHANEX CORP | MEOH | COM | $52,151,946 | 1,130,053 | SH | None |
| LINCOLN ELEC HLDGS INC | LECO | COM | $50,267,946 | 189,326 | SH | None |
| CONOCOPHILLIPS | COP | COM | $47,804,447 | 459,835 | SH | None |
| IAMGOLD CORP | IAG | COM | $47,790,088 | 3,017,051 | SH | None |
| QNITY ELECTRONICS INC | Q | COMMON STOCK | $46,350,481 | 283,819 | SH | None |
| BKV CORP | BKV | COM | $45,792,295 | 1,673,695 | SH | None |
| FLEX LTD | FLEX | ORD | $44,666,492 | 275,600 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $41,379,949 | 302,662 | SH | None |
| HF SINCLAIR CORP | DINO | COM | $35,162,454 | 504,845 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.