Position in DVN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,457
+$17,040 QoQ
Shares Held
5,892
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,065
of 1,446 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,392,503 across 6 Oil & Gas E&P names. DVN ranks #2 (17.5% of the industry book) .
All Filings in DVN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,457 | 5,892 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $226,417 | 6,458 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||