Position in DVN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,976,583
+$721,351 QoQ
Shares Held
47,836
+91.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#519
of 1,446 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,650,171 across 17 Oil & Gas E&P names. DVN ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
54,603 | $5,676,527 | |
| 2 | EOG |
Eog Resources Inc
|
25,158 | $3,263,747 | |
| 3 | DVN |
Devon Energy Corp/De
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|
47,836 | $1,976,583 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
27,573 | $1,339,220 | |
| 5 | TPL |
Texas Pacific Land Corp
|
2,273 | $994,755 | |
| 6 | APA |
APA Corp
|
27,702 | $902,254 | |
| 7 | OVV |
Ovintiv Inc.
|
13,983 | $736,204 | |
| 8 | EQT |
EQT Corp
|
11,214 | $596,248 |
All Filings in DVN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,976,583 | 47,836 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,255,232 | 24,945 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,019,156 | 27,823 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $822,542 | 25,858 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,229,749 | 32,881 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $751,480 | 22,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $865,960 | 22,136 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $425,936 | 8,986 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $471,340 | 9,393 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $371,686 | 8,205 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $366,240 | 7,678 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $553,734 | 11,455 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $475,076 | 9,387 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,152,048 | 67,502 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $3,861,368 | 64,217 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $620,207 | 11,254 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $322,435 | 5,453 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||