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Lummis Asset Management, LP: DVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on DVN, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 26,888 DVN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,888 shares
    Change vs previous 13F -10,254 shares

    0.92% of the 13F portfolio, value $1,535,506.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,142 shares
    Change vs previous 13F +2,203 shares

    1.12% of the 13F portfolio, value $1,873,146.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,939 shares
    Change vs previous 13F -1,372 shares

    0.79% of the 13F portfolio, value $1,279,816.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,311 shares
    Change vs previous 13F +180 shares

    0.84% of the 13F portfolio, value $1,273,063.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,131 shares
    Change vs previous 13F -55 shares

    0.75% of the 13F portfolio, value $1,153,932.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,186 shares
    Change vs previous 13F +4,757 shares

    0.92% of the 13F portfolio, value $1,331,457.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,429 shares
    Change vs previous 13F +693 shares

    1.3% of the 13F portfolio, value $1,028,671.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,736 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,202,392.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).