Total Wealth Planning & Management, Inc.
Position in DVN — Devon Energy Corp/De
CIK 2058383
Ponte Vedra Beach, FL
Position in DVN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$736,281
-$279,528 QoQ
Shares Held
17,819
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#730
of 1,450 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,042,809 across 2 Oil & Gas E&P names. DVN ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
This page
|
17,819 | $736,281 | |
| 2 | REPX |
Riley Exploration Permian, Inc.
|
9,300 | $306,528 |
All Filings in DVN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,281 | 17,819 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,015,809 | 20,187 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $763,186 | 20,835 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $641,289 | 20,160 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $463,049 | 12,381 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $272,706 | 8,332 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||