Golden State Wealth Management, LLC
Position in DVN — Devon Energy Corp/De
CIK 1776033
SANTA ANA, CA
Position in DVN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$26,858
+$1,698 QoQ
Shares Held
650
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,258
of 1,446 holders
Holding Since
Mar 2020
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, 2026Golden State Wealth Management, LLC holds $438,329 across 11 Oil & Gas E&P names. DVN ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,823 | $293,479 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
968 | $47,015 | |
| 3 | EQT |
EQT Corp
|
710 | $37,750 | |
| 4 | DVN |
Devon Energy Corp/De
This page
|
650 | $26,858 | |
| 5 | APA |
APA Corp
|
328 | $10,682 | |
| 6 | EOG |
Eog Resources Inc
|
77 | $9,989 | |
| 7 | PR |
Permian Resources Corp
|
300 | $5,523 | |
| 8 | WTI |
W&T Offshore Inc
|
1,000 | $3,150 |
All Filings in DVN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,858 | 650 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $25,160 | 500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $18,315 | 500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,494 | 499 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,555 | 489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,418 | 439 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,371 | 378 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $214 | 31 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||