Position in DVN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,692,613
+$249,941 QoQ
Shares Held
33,637
-14.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DVN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,745,031 across 8 Oil & Gas E&P names. DVN ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
72,306 | $4,699,890 | |
| 2 | DVN |
Devon Energy Corp/De
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|
33,637 | $1,692,613 | |
| 3 | COP |
Conocophillips
|
9,373 | $1,237,236 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
6,201 | $1,226,495 | |
| 5 | TPL |
Texas Pacific Land Corp
|
621 | $294,701 | |
| 6 | EOG |
Eog Resources Inc
|
1,916 | $276,996 | |
| 7 | HPK |
HighPeak Energy, Inc.
|
26,000 | $179,400 | |
| 8 | CRGY |
Crescent Energy Co
|
10,200 | $137,700 |
All Filings in DVN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,692,613 | 33,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,442,672 | 39,385 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,473,639 | 99,077 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $769,865 | 24,202 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,278,855 | 34,194 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $990,278 | 30,256 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,267,957 | 32,412 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,348,148 | 49,539 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,231,002 | 44,460 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,219,974 | 26,931 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,613,626 | 54,793 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,222,576 | 45,978 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,000,916 | 39,536 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,668,827 | 27,131 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,891,509 | 31,457 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $572,978 | 10,397 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,737,948 | 29,392 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $253,507 | 5,755 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||