Position in DVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$573,480
-$121,338 QoQ
Shares Held
13,879
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#796
of 1,446 holders
Holding Since
Mar 2025
6 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,220,621 across 3 Oil & Gas E&P names. DVN ranks #1 (47.0% of the industry book) .
All Filings in DVN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,480 | 13,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $694,818 | 13,808 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $508,754 | 13,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $490,910 | 14,002 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $234,630 | 7,376 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $275,488 | 7,366 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||