Position in DVN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$30,370
+$14,136 QoQ
Shares Held
735
+77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,248
of 1,446 holders
Holding Since
Mar 2022
10 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, 2026GoalVest Advisory LLC holds $120,475 across 6 Oil & Gas E&P names. DVN ranks #3 (25.2% of the industry book) .
All Filings in DVN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,370 | 735 | Shares | Sole | 2026-07-09 | |
| 2024-09-30 | $16,234 | 415 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $1,857 | 41 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,955 | 41 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,981 | 41 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,075 | 41 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,521 | 41 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,465 | 41 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,259 | 41 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $34,591 | 585 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||