Position in DVN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$73,425
-$696 QoQ
Shares Held
1,777
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,188
of 1,446 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $255,714 across 8 Oil & Gas E&P names. DVN ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,531 | $159,162 | |
| 2 | DVN |
Devon Energy Corp/De
This page
|
1,777 | $73,425 | |
| 3 | EOG |
Eog Resources Inc
|
98 | $12,713 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
28 | $4,921 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
150 | $3,787 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
25 | $987 | |
| 7 | OVV |
Ovintiv Inc.
|
7 | $368 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
10 | $351 |
All Filings in DVN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,425 | 1,777 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $74,121 | 1,473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,955 | 1,473 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $51,643 | 1,473 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,856 | 1,473 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,000 | 1,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,755 | 1,123 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,361 | 316 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $14,978 | 316 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,856 | 316 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,314 | 316 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $15,073 | 316 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,275 | 316 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $15,992 | 316 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $19,437 | 316 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,001 | 316 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $17,414 | 316 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,759 | 368 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $16,210 | 368 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||