Position in DVN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$388,160
+$148,394 QoQ
Shares Held
9,394
+53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,446 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Derivatives in DVN
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$119,250
PutShares
2,500
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, 2026MISSION WEALTH MANAGEMENT, LP holds $11,193,205 across 10 Oil & Gas E&P names. DVN ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
13,720 | $6,004,420 | |
| 2 | COP |
Conocophillips
|
19,312 | $2,007,675 | |
| 3 | EOG |
Eog Resources Inc
|
3,932 | $510,098 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
9,297 | $451,555 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
2,487 | $437,164 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
10,257 | $405,151 | |
| 7 | DVN |
Devon Energy Corp/De
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|
9,394 | $388,160 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
3,934 | $358,741 |
All Filings in DVN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,160 | 9,394 | Shares | Sole | 2026-07-20 | |
| 2024-09-30 | $239,766 | 6,129 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $269,326 | 5,682 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $286,879 | 5,717 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $357,235 | 7,886 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $119,250 | 2,500 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $364,952 | 7,651 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $371,637 | 7,688 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $406,448 | 8,031 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||