Evidence packet 4 · filing-time record

DEVON ENERGY CORP/DE (DVN)

A self-contained audit view of the featured disclosure change. Market outcomes are shown only in the separately labeled ex-post panel.

Selection rule: Capex change. Case selection used evidence diversity and clarity—not future outcomes.
Current 10-K2022-02-16Open SEC filing
Prior 10-K2021-02-17Open SEC filing
ClassificationMaterial capex increase or reductionambiguous · high · confidence 0.858
Noveltygenuinely new in the 10-KCorpus-bounded prior-source check

Prior filing excerpt

Reduced demand from the COVID-19 pandemic and management of production levels from OPEC caused WTI pricing to decrease more than 60% during the first quarter of 2020. As a result, we reduced our planned 2020 capital investment 45%. With materially lower commodity prices and reduced near-term investment, we assessed all our oil and gas fields for impairment as of March 31, 2020 and recognized proved and unproved impairments totaling $2.8 billion. The impairments relate to our Anadarko Basin and Rockies fields in which our basis included acquisitions completed in 2016 and 2015, respectively, when commodity prices were much higher than they are today.

Current filing excerpt

As a result of the impairments recognized in 2020 and the significant increases in commodity prices during 2021, none of our oil and gas assets were at risk of impairment as of December 31, 2021.

Added language

result of the impairments recognized in and the significant increases in during 2021, none of assets were at risk of December 2021.

Removed language

Reduced demand from the COVID-19 pandemic and management of production levels from OPEC caused WTI pricing to decrease more than 60% during the first quarter of 2020. result, we reduced our planned capital investment 45%. With materially lower and reduced near-term investment, we assessed all fields for March 2020 and recognized proved and unproved impairments totaling $2.8 billion. The impairments relate to our Anadarko Basin and Rockies fields in which our basis included acquisitions completed in 2016 and 2015, respectively, when commodity prices were much higher than they are today.

Why an analyst may care

Material capital-spending changes can signal altered growth plans, constraints, or operating priorities.

Earlier point-in-time evidence

Document provenance

Current primary-document SHA-256
4dcaf0f3a0bc9a3b521707500bfb4e225b0230c9664f05d6b58af2c23e67aef9
Prior primary-document SHA-256
280852ae5f8c401df1a84be450b6320ff3f99342bf1ac70cbe6ddd933bea771f
Method
deterministic-evidence-rule-v1

Limitation: This is deterministic, corpus-bounded research triage. Novelty is limited to searched frozen sources; the category is not a causal claim or investment recommendation.