BWM Planning, LLC

Position in DVN — Devon Energy Corp/De

CIK 2039698 THE WOODLANDS, TX

Position in DVN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,592,926

New position

Shares Held

38,551

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#559

of 1,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BWM Planning, LLC holds $2,361,867 across 3 Oil & Gas E&P names. DVN ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De This page	38,551	$1,592,926
2	COP	Conocophillips	3,710	$385,690
3	KOS	Kosmos Energy Ltd.	181,636	$383,251

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,926	38,551	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.