Position in DVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,273,110
-$364,151 QoQ
Shares Held
30,811
-5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#609
of 1,446 holders
Holding Since
Sep 2024
8 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, 202644 WEALTH MANAGEMENT LLC holds $2,643,779 across 4 Oil & Gas E&P names. DVN ranks #1 (48.2% of the industry book) .
All Filings in DVN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,110 | 30,811 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,637,261 | 32,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,250,035 | 34,126 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,206,239 | 34,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,132,086 | 35,589 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,344,305 | 35,944 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $894,805 | 27,339 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,219,448 | 31,172 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||