Position in DVN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$555,051
+$335,203 QoQ
Shares Held
13,433
+207.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#804
of 1,446 holders
Holding Since
Sep 2023
8 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, 2026Legacy Financial Advisors, Inc. holds $3,800,571 across 7 Oil & Gas E&P names. DVN ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
17,262 | $1,794,557 | |
| 2 | DVN |
Devon Energy Corp/De
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|
13,433 | $555,051 | |
| 3 | EOG |
Eog Resources Inc
|
3,462 | $449,125 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
7,447 | $294,156 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
5,560 | $270,049 | |
| 6 | EQT |
EQT Corp
|
4,185 | $222,516 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,359 | $215,117 |
All Filings in DVN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,051 | 13,433 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,848 | 4,369 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $406,538 | 10,870 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $374,071 | 11,429 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $656,277 | 16,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $946,530 | 19,969 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $996,374 | 19,856 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $601,020 | 12,600 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||