Position in DVN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$421,464
-$91,800 QoQ
Shares Held
10,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#868
of 1,446 holders
Holding Since
Dec 2024
7 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, 2026Trace Wealth Advisors, LLC holds $421,464 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
|
10,200 | $421,464 |
All Filings in DVN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,464 | 10,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $513,264 | 10,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $373,626 | 10,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $357,612 | 10,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $324,462 | 10,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $381,480 | 10,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $333,846 | 10,200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||