Position in DVN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,691
-$7,284 QoQ
Shares Held
1,251
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,211
of 1,446 holders
Holding Since
Mar 2023
14 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, 2026Lodestone Wealth Management LLC holds $7,261,182 across 6 Oil & Gas E&P names. DVN ranks #5 (0.7% of the industry book) .
All Filings in DVN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,691 | 1,251 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $58,975 | 1,172 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $67,875 | 1,853 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $660,915 | 18,851 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $702,110 | 22,072 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $985,564 | 26,352 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $574,280 | 17,546 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,585,846 | 40,538 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $1,569,176 | 33,105 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $1,154,942 | 23,016 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,388,716 | 30,656 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $1,352,962 | 28,364 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,138,987 | 23,562 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $463,232 | 9,153 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||