Position in DVN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,299,514
-$374,513 QoQ
Shares Held
25,825
-43.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
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, 2026Dakota Wealth Management holds $9,480,473 across 4 Oil & Gas E&P names.
All Filings in DVN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,299,514 | 25,825 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,674,027 | 45,701 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $932,070 | 26,585 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $851,585 | 26,771 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $902,649 | 24,135 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $629,397 | 19,230 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $208,509 | 5,330 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $353,367 | 7,455 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $555,894 | 11,078 | Shares | Sole | 2024-04-24 | |
| 2023-03-31 | $520,422 | 10,283 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $851,666 | 13,846 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $353,804 | 5,884 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $4,333,629 | 78,636 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||