Position in DVN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$350,104
-$92,158 QoQ
Shares Held
8,473
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#954
of 1,446 holders
Holding Since
Jun 2025
5 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, 2026Kaufman Rossin Wealth, LLC holds $350,104 across 1 Oil & Gas E&P name. DVN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
This page
|
8,473 | $350,104 |
All Filings in DVN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,104 | 8,473 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $442,262 | 8,789 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $384,358 | 10,493 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $378,823 | 10,805 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $326,179 | 10,254 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||