Asset Planning,Inc

Position in DVN — Devon Energy Corp/De

CIK 2048547 LOS ALAMITOS, CA

Position in DVN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$59,831

+$6,140 QoQ

Shares Held

1,448

+35.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,204

of 1,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Asset Planning,Inc holds $130,306 across 6 Oil & Gas E&P names. DVN ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De This page	1,448	$59,831
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	900	$35,550
3	UNTC	UNIT CORP	440	$13,767
4	COP	Conocophillips	116	$12,059
5	OXY	Occidental Petroleum Corp /De/	101	$4,905
6	EXE	EXPAND ENERGY Corp	46	$4,194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,831	1,448	+35.7%	Shares	Sole	2026-07-27
2026-03-31	$53,691	1,067	+0.5%	Shares	Sole	2026-04-23
2025-12-31	$38,901	1,062	-27.0%	Shares	Sole	2026-02-03
2025-09-30	$51,012	1,455	+0.6%	Shares	Sole	2025-10-23
2025-06-30	$45,997	1,446	+0.8%	Shares	Sole	2025-07-25
2025-03-31	$53,669	1,435	-12.8%	Shares	Sole	2025-05-08
2024-12-31	$53,840	1,645	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.