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
- period ended2026-06-3013F 93,778 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 122,210 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 103,021 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,082 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 108,526 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 113,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,157 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 131,932 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).