Position in DVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$576,124
-$92,226 QoQ
Shares Held
13,943
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#793
of 1,446 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $1,091,245 across 2 Oil & Gas E&P names. DVN ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
This page
|
13,943 | $576,124 | |
| 2 | COP |
Conocophillips
|
4,955 | $515,121 |
All Filings in DVN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,124 | 13,943 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $668,350 | 13,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $431,135 | 11,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $410,272 | 11,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $370,077 | 11,634 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $432,269 | 11,558 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||