Position in DVN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$348,823
-$55,447 QoQ
Shares Held
8,442
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#955
of 1,446 holders
Holding Since
Mar 2024
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, 2026Key Client Fiduciary Advisors, LLC holds $769,662 across 3 Oil & Gas E&P names. DVN ranks #1 (45.3% 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 | $348,823 | 8,442 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $404,270 | 8,034 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $293,223 | 8,005 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,956 | 8,527 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $275,888 | 8,673 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $228,962 | 6,122 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $203,220 | 6,209 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $278,221 | 7,112 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $293,358 | 6,189 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $273,129 | 5,443 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||