Position in DVN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$522,450
+$306,829 QoQ
Shares Held
12,644
+195.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#820
of 1,446 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Meridian Wealth Management, LLC holds $4,000,571 across 6 Oil & Gas E&P names. DVN ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
44,582 | $1,760,989 | |
| 2 | COP |
Conocophillips
|
6,757 | $702,457 | |
| 3 | DVN |
Devon Energy Corp/De
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|
12,644 | $522,450 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
2,823 | $496,226 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
5,562 | $270,146 | |
| 6 | EOG |
Eog Resources Inc
|
1,914 | $248,303 |
All Filings in DVN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,450 | 12,644 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $215,621 | 4,285 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $516,579 | 13,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $663,410 | 13,996 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,780,468 | 61,379 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,013,113 | 63,168 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,136,589 | 64,886 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,524,075 | 69,632 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,742,913 | 77,108 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,310,681 | 88,320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,923,031 | 89,331 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,333,861 | 39,470 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,810,190 | 41,094 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,146,404 | 32,284 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||