Position in DVN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$731,322
-$414,615 QoQ
Shares Held
17,699
-22.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#729
of 1,446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $5,046,619 across 12 Oil & Gas E&P names. DVN ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APA |
APA Corp
|
31,761 | $1,034,455 | |
| 2 | DVN |
Devon Energy Corp/De
This page
|
17,699 | $731,322 | |
| 3 | MGY |
Magnolia Oil & Gas Corp
|
24,846 | $635,560 | |
| 4 | EOG |
Eog Resources Inc
|
4,166 | $540,455 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
8,934 | $433,924 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
11,986 | $421,188 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
3,663 | $334,028 | |
| 8 | COP |
Conocophillips
|
2,429 | $252,518 |
All Filings in DVN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,322 | 17,699 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,145,937 | 22,773 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $923,002 | 25,198 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||