Position in DVN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$361,591
+$146,826 QoQ
Shares Held
8,751
+105.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#943
of 1,446 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Derivatives in DVN
reported options exposure · as of Mar 31, 2022CallValue
$1,596,510
CallShares
27,000
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, 2026Avidian Wealth Enterprises, LLC holds $4,375,704 across 5 Oil & Gas E&P names. DVN ranks #5 (8.3% of the industry book) .
All Filings in DVN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,591 | 8,751 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $214,765 | 4,268 | Shares | Sole | 2026-05-07 | |
| 2024-06-30 | $269,184 | 5,679 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $272,653 | 5,716 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $239,959 | 4,964 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $722,812 | 14,282 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $808,856 | 13,150 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $707,369 | 11,764 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $597,667 | 10,845 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,596,510 | 27,000 | Call | Sole | 2022-05-10 | |
| 2022-03-31 | $901,673 | 15,249 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $369,711 | 8,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $264,336 | 7,444 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||