Avantax Planning Partners, Inc.

Position in DVN — Devon Energy Corp/De

CIK 1005441 DUBUQUE, IA

Position in DVN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$257,547

+$13,200 QoQ

Shares Held

6,233

+20.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,041

of 1,446 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $12,252,565 across 5 Oil & Gas E&P names. DVN ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	60,648	$6,304,966
2	EOG	Eog Resources Inc	39,691	$5,149,113
3	TPL	Texas Pacific Land Corp	738	$322,978
4	DVN	Devon Energy Corp/De This page	6,233	$257,547
5	SM	SM Energy Co	8,351	$217,961

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,547	6,233	+20.9%	Shares	Sole	2026-07-28
2024-06-30	$244,347	5,155	+4.4%	Shares	Sole	2024-08-09
2024-03-31	$247,889	4,940	-36.5%	Shares	Sole	2024-05-03
2023-12-31	$352,252	7,776	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.