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Philip James Wealth Mangement, LLC: DVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on DVN, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 136,860 DVN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,860 shares
    Change vs previous 13F -21,670 shares

    0.64% of the 13F portfolio, value $5,655,045.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    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 158,530 shares
    Change vs previous 13F -2,838 shares

    0.92% of the 13F portfolio, value $7,977,230.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    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 161,368 shares
    Change vs previous 13F +49,115 shares

    0.68% of the 13F portfolio, value $5,910,910.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    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 112,253 shares
    Change vs previous 13F -381 shares

    0.46% of the 13F portfolio, value $3,935,590.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    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 112,634 shares
    Change vs previous 13F +10,834 shares

    0.46% of the 13F portfolio, value $3,582,888.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    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 101,800 shares
    Change vs previous 13F +73,181 shares

    0.46% of the 13F portfolio, value $3,807,320.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    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 28,619 shares
    Change vs previous 13F +10,291 shares

    0.12% of the 13F portfolio, value $936,700.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
    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 18,328 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $716,991.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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