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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

DVN holding history

Devon Energy Corp in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DVN overviewAll 13F holders of DVNFull Q2 2026 holdings

Shares (Q2 2026)
8,751
Value
$361.6K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2021
Holdings of DVN by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,751$361.6K<0.1%+4,483+105.0%AddedHolders
Q1 20264,268$214.8K<0.1%+4,268NewHolders
Q3 20240$00.0%−5,679−100.0%Sold outHolders
Q2 20245,679$269.2K<0.1%+5,679NewHolders
Q4 20230$00.0%−5,716−100.0%Sold outHolders
Q3 20235,716$272.7K<0.1%+752+15.1%AddedHolders
Q2 20234,964$240.0K<0.1%−9,318−65.2%ReducedHolders
Q1 202314,282$722.8K<0.1%+1,132+8.6%AddedHolders
Q4 202213,150$808.8K0.1%+1,386+11.8%AddedHolders
Q3 202211,764$707.0K0.1%+919+8.5%AddedHolders
Q2 202210,845$598.0K<0.1%−4,404−28.9%ReducedHolders
Q1 202215,249$902.0K0.1%+6,856+81.7%AddedHolders
Q4 20218,393$370.0K<0.1%+949+12.7%AddedHolders
Q3 20217,444$264.0K<0.1%+7,444NewHolders