Position in DVN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$671,573
+$407,360 QoQ
Shares Held
16,253
+95.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#752
of 1,446 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $8,580,295 across 5 Oil & Gas E&P names. DVN ranks #3 (7.8% of the industry book) .
All Filings in DVN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,573 | 16,253 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $264,213 | 8,306 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $399,581 | 10,684 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $349,916 | 10,691 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $410,720 | 10,499 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $698,533 | 14,737 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $341,224 | 6,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,040 | 6,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $238,309 | 4,996 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $227,681 | 4,710 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $248,950 | 4,919 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||