Position in DVN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,295
+$6,254 QoQ
Shares Held
1,072
+41.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,221
of 1,446 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Bogart Wealth, LLC holds $793,488 across 28 Oil & Gas E&P names. DVN ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
7,925 | $384,917 | |
| 2 | BTE |
Baytex Energy Corp.
|
20,000 | $80,000 | |
| 3 | EOG |
Eog Resources Inc
|
420 | $54,486 | |
| 4 | DVN |
Devon Energy Corp/De
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|
1,072 | $44,295 | |
| 5 | EQT |
EQT Corp
|
714 | $37,963 | |
| 6 | COP |
Conocophillips
|
365 | $37,945 | |
| 7 | RRC |
Range Resources Corp
|
879 | $32,690 | |
| 8 | TPL |
Texas Pacific Land Corp
|
70 | $30,634 |
All Filings in DVN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,295 | 1,072 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,041 | 756 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $45,164 | 1,233 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $78,288 | 2,233 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $70,681 | 2,222 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $82,504 | 2,206 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $72,202 | 2,206 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $144,978 | 3,706 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $151,964 | 3,206 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $130,468 | 2,600 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $95,130 | 2,100 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $125,451 | 2,630 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $122,300 | 2,530 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $126,525 | 2,500 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $124,865 | 2,030 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $120,260 | 2,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $110,220 | 2,000 | Shares | Sole | 2022-07-22 | |
| 2021-09-30 | $35,510 | 1,000 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||