Position in DVN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,230
+$1,110 QoQ
Shares Held
296
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,319
of 1,454 holders
Holding Since
Dec 2020
23 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, 2026Winch Advisory Services, LLC holds $422,168 across 8 Oil & Gas E&P names. DVN ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,397 | $145,232 | |
| 2 | EOG |
Eog Resources Inc
|
818 | $106,119 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
2,120 | $102,967 | |
| 4 | DMLP |
Dorchester Minerals, L.P.
|
1,105 | $27,901 | |
| 5 | DVN |
Devon Energy Corp/De
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|
296 | $12,230 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
69 | $12,128 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
258 | $10,191 | |
| 8 | ZNOG |
Zion Oil & Gas Inc
|
12,000 | $5,400 |
All Filings in DVN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,230 | 296 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,120 | 221 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,058 | 220 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,643 | 218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,902 | 217 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,509 | 281 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,197 | 281 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,914 | 279 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $15,736 | 332 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,559 | 330 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,813 | 327 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $12,735 | 267 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,761 | 264 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,020 | 198 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,994 | 195 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $11,484 | 191 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $22,484 | 408 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,592 | 399 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $17,311 | 393 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,671 | 385 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,579 | 568 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $12,257 | 561 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $8,758 | 554 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||