Position in DVN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$820,491
-$84,916 QoQ
Shares Held
19,857
+10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#703
of 1,446 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $14,709,715 across 10 Oil & Gas E&P names. DVN ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
21,051 | $9,212,759 | |
| 2 | COP |
Conocophillips
|
17,385 | $1,807,344 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
17,816 | $865,323 | |
| 4 | DVN |
Devon Energy Corp/De
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|
19,857 | $820,491 | |
| 5 | EOG |
Eog Resources Inc
|
4,484 | $581,709 | |
| 6 | SJT |
San Juan Basin Royalty Trust
|
155,450 | $498,994 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,670 | $243,477 | |
| 8 | PR |
Permian Resources Corp
|
13,114 | $241,428 |
All Filings in DVN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,491 | 19,857 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $905,407 | 17,993 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $757,874 | 20,690 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,433,638 | 40,891 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,214,855 | 38,191 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,339,742 | 35,822 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,244,525 | 38,024 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,647,069 | 42,103 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,577,092 | 33,272 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $643,307 | 12,820 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,756,869 | 38,783 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,274,400 | 26,717 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,399,684 | 28,955 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||