Position in DVN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$212,426
-$91,959 QoQ
Shares Held
5,141
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,104
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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $625,667 across 2 Oil & Gas E&P names. DVN ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
3,975 | $413,241 | |
| 2 | DVN |
Devon Energy Corp/De
This page
|
5,141 | $212,426 |
All Filings in DVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,426 | 5,141 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $304,385 | 6,049 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $223,589 | 6,104 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $241,773 | 6,896 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $233,421 | 7,338 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $197,434 | 5,279 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||