DVN DEVON ENERGY CORP/DE
NEUTRAL
Impact: 2/10
Insider Cluster (2 insiders)
Insider cluster: 2 insiders, $4.4M total
Latest settled — T+5d ⚠ clustered
DVN ▼ -9.12% at T+5d
NEUTRAL call ✗ call lost -9.12% · α vs SPY -10.74% · entry $49.67 → $45.14
Currently $45.31 · -8.77% from $49.67 entry
T+1d
+0.04%
call +0.04% · α +0.69%
$49.69
settled 26d ago
T+5d
-9.12%
call -9.12% · α -10.74%
$45.14
settled 22d ago
T+20d
—
call — · α —
—
in 2d
T+60d
—
call — · α —
—
in 8w
Price Chart
Loading chart...
Executive Summary
Two Devon Energy executives (EVP and SVP) sold shares totaling $4.42M in open-market transactions within a week of the company's Q1 earnings miss and pending Coterra merger close. The sales are trivial relative to the $29.4B market cap (0.015%) and are not a strong bearish signal.
Key Financial Metrics
Direction
selling
Total Value
$4.4M
Insiders
2
Actionable Insight
The insider selling volume is routine and lacks materiality. Focus on Coterra merger integration for the next catalyst; monitor for any insider buying post-close.
Key Facts
- EVP Jeffrey Ritenour sold 70,029 shares at $46.66 ($3.27M) on May 11.
- SVP Adam Vela sold 24,342 shares at $47.21 ($1.15M) on May 14.
- Total cluster value of $4.42M is only 0.015% of Devon's $29.4B market cap.
- Q1 2026 core earnings missed consensus ($1.04 vs $1.10); revenue fell 14.5% YoY.
- Coterra merger received shareholder approval and is expected to close by May 7.
Financial Impact
Insider sales total $4.42M, negligible relative to $29.4B market cap.
insider holdings
Risk Factors
- Commodity price weakness continues to pressure revenue.
- Coterra merger integration risks.
Market Snapshot
Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
81% bullish (32 analysts)
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DVN-1778878846455 |
20 reports for DVN
57%
Hit rate
best @ T+5▲ +3.60%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
3d ago
|
Press Release
| $44.06 awaiting T+5 | awaiting T+5 | — | $45.31 (+2.84%) |
|
Jun 5, 2026
7d ago
|
8-K
| $45.86 awaiting T+5 | awaiting T+5 | — | $45.31 (−1.20%) |
|
May 22, 2026
21d ago
|
8-K
| $47.29 $46.31 | ▼ −2.07% | ▼ −3.73% | $45.31 (−4.18%) |
|
May 21, 2026
22d ago
|
8-K
| $47.09 $44.50 | ▼ −5.50% | ▼ −7.35% | $45.31 (−3.77%) |
|
May 21, 2026
23d ago
|
Press Release
| $47.09 $44.50 | ▼ −5.50% | ▼ −7.35% | $45.31 (−3.77%) |
|
May 15, 2026
28d ago
|
Insider Cluster
| $49.67 $45.14 | ▼ −9.12% | ▼ −10.74% | $45.31 (−8.77%) |
|
May 15, 2026
28d ago
|
Insider Cluster
| $49.67 $45.14 | ▼ −9.12% | ▼ −10.74% | $45.31 (−8.77%) |
|
May 7, 2026
5w ago
|
8-K
| $45.60 $47.24 | ▲ +3.60% | ▲ +2.14% | $45.31 (−0.63%) |
|
May 5, 2026
5w ago
|
8-K
| $46.54 $46.77 | ▼ −0.50% | ▲ +0.63% | $45.31 (+2.63%) |
|
May 5, 2026
5w ago
|
425
| $50.89 $46.77 | ▼ −8.10% | ▼ −10.08% | $45.31 (−10.96%) |
Showing 10 of 20
US Market Status
Market Closed — Opens Mon (49h 43m)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access