Position in DVN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$372,665
-$84,592 QoQ
Shares Held
9,019
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#932
of 1,446 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Aprio Wealth Management, LLC holds $3,223,449 across 6 Oil & Gas E&P names. DVN ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
15,504 | $1,611,795 | |
| 2 | EOG |
Eog Resources Inc
|
3,515 | $456,000 | |
| 3 | DVN |
Devon Energy Corp/De
This page
|
9,019 | $372,665 | |
| 4 | APA |
APA Corp
|
8,810 | $286,941 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
7,004 | $276,658 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
4,517 | $219,390 |
All Filings in DVN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,665 | 9,019 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $457,257 | 9,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $258,241 | 7,050 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $263,686 | 7,521 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $229,795 | 7,224 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||