Position in DVN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,520
+$4 QoQ
Shares Held
61
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,397
of 1,446 holders
Holding Since
Mar 2023
12 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, 2026Caldwell Trust Co holds $2,103,891 across 6 Oil & Gas E&P names. DVN ranks #6 (0.1% of the industry book) .
All Filings in DVN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,520 | 61 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,516 | 50 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $24,875 | 782 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $32,575 | 871 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $30,373 | 928 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $42,445 | 1,085 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $64,938 | 1,370 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $69,700 | 1,389 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $62,921 | 1,389 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $66,255 | 1,389 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $13,776 | 285 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $14,423 | 285 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||