SPEECE THORSON CAPITAL GROUP INC: DVN position timeline

SPEECE THORSON CAPITAL GROUP INC held 274,418 DVN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 274,418 shares

   Change vs previous 13F -7,213 shares

   2.42% of the 13F portfolio, value $11,339,000.

   13F-HR 0000900169-26-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 281,631 shares

   Change vs previous 13F -21,982 shares

   3.23% of the 13F portfolio, value $14,172,000.

   13F-HR 0000900169-26-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 303,613 shares

   Change vs previous 13F -19,993 shares

   2.41% of the 13F portfolio, value $11,121,000.

   13F-HR 0000900169-26-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 323,606 shares

   Change vs previous 13F -4,218 shares

   2.27% of the 13F portfolio, value $11,346,000.

   13F-HR 0000900169-25-000007 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-11-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 327,824 shares

   Change vs previous 13F +7,636 shares

   2.12% of the 13F portfolio, value $10,428,000.

   13F-HR 0000900169-25-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 320,188 shares

   Change vs previous 13F +5,418 shares

   2.47% of the 13F portfolio, value $11,975,000.

   13F-HR 0000900169-25-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 314,770 shares

   Change vs previous 13F -14,353 shares

   2.03% of the 13F portfolio, value $10,302,000.

   13F-HR 0000900169-25-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 329,123 shares

   Change vs previous 13F not available

   2.38% of the 13F portfolio, value $12,875,000.

   13F-HR 0000900169-24-000004 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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