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Bernzott Capital Advisors: DVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on DVN, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 93,778 DVN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,778 shares
    Change vs previous 13F -28,432 shares

    1.55% of the 13F portfolio, value $3,874,915.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,210 shares
    Change vs previous 13F +19,189 shares

    2.95% of the 13F portfolio, value $6,149,605.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,021 shares
    Change vs previous 13F -4,061 shares

    1.8% of the 13F portfolio, value $3,773,670.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 107,082 shares
    Change vs previous 13F -1,444 shares

    1.77% of the 13F portfolio, value $3,754,308.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,526 shares
    Change vs previous 13F -5,429 shares

    1.76% of the 13F portfolio, value $3,452,225.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 113,955 shares
    Change vs previous 13F -3,202 shares

    2.1% of the 13F portfolio, value $4,261,933.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 117,157 shares
    Change vs previous 13F -14,775 shares

    1.9% of the 13F portfolio, value $3,834,562.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,932 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $5,161,164.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).