Position in DVN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$947,095
+$394,884 QoQ
Shares Held
22,921
+108.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#65
of 214 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Derivatives in DVN
reported options exposure · as of Jun 30, 2026CallValue
$61,980
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,133,847 across 8 Oil & Gas E&P names. DVN ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
2,402 | $1,051,211 | |
| 2 | COP |
Conocophillips
|
9,793 | $1,018,080 | |
| 3 | DVN |
Devon Energy Corp/De
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|
22,921 | $947,095 | |
| 4 | EQT |
EQT Corp
|
6,466 | $343,797 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,715 | $301,462 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
4,865 | $236,293 | |
| 7 | EOG |
Eog Resources Inc
|
1,667 | $216,259 | |
| 8 | BATL |
Battalion Oil Corp
|
15,000 | $19,650 |
All Filings in DVN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,980 | 1,500 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $947,095 | 22,921 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,528,800 | 90,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $552,211 | 10,974 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $51,282 | 1,400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $540,182 | 14,747 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $714,031 | 20,366 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $692,630 | 21,774 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $929,924 | 28,412 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,331,224 | 85,154 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,113,654 | 107,883 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,824,468 | 76,215 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,105,763 | 112,710 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,635,455 | 76,215 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,891,466 | 80,502 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,510,363 | 89,120 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,312,773 | 70,115 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,370,466 | 56,053 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,058,332 | 19,204 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $576,694 | 9,753 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $303,592 | 6,892 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $228,435 | 6,433 | Shares | Other | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||