Position in DVN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$145,694
-$104,126 QoQ
Shares Held
3,526
-44.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,153
of 1,450 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. DVN ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
11,451 | $1,485,538 | |
| 2 | COP |
Conocophillips
|
10,171 | $1,057,377 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
18,911 | $918,507 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
3,312 | $582,183 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
12,445 | $491,577 | |
| 6 | APA |
APA Corp
|
7,979 | $259,876 | |
| 7 | DVN |
Devon Energy Corp/De
This page
|
3,526 | $145,694 | |
| 8 | MUR |
Murphy Oil Corp
|
2,504 | $81,530 |
All Filings in DVN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,694 | 3,526 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $249,820 | 6,386 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,491 | 6,234 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $300,929 | 5,997 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $278,640 | 6,151 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $293,879 | 6,161 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $264,226 | 5,466 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $283,922 | 5,610 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $327,663 | 5,327 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $315,081 | 5,240 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $265,850 | 4,824 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $281,872 | 4,767 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $207,299 | 4,706 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||