Position in DVN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$476,750
+$27,091 QoQ
Shares Held
11,538
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#837
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, 2026Confluence Wealth Services, Inc. holds $9,860,047 across 7 Oil & Gas E&P names. DVN ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
37,595 | $3,908,376 | |
| 2 | TPL |
Texas Pacific Land Corp
|
5,128 | $2,244,217 | |
| 3 | EOG |
Eog Resources Inc
|
16,567 | $2,149,236 | |
| 4 | DVN |
Devon Energy Corp/De
This page
|
11,538 | $476,750 | |
| 5 | RRC |
Range Resources Corp
|
11,364 | $422,627 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
2,093 | $367,907 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
5,990 | $290,934 |
All Filings in DVN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,750 | 11,538 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $449,659 | 8,936 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $356,922 | 9,744 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,662,440 | 47,417 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,480,437 | 46,540 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,658,129 | 44,335 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,979,837 | 60,490 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,133,448 | 54,536 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,458,069 | 51,858 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,431,973 | 48,465 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,905,771 | 42,070 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,955,795 | 41,002 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,901,212 | 39,330 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,799,286 | 35,552 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,811,223 | 29,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,691,998 | 28,139 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,706,150 | 30,959 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,744,926 | 29,510 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,233,091 | 27,993 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||