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Halbert Hargrove Global Advisors’s Devon Energy DVN Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335 Buy
+8
New +$371 ﹤0.01% 586
2025
Q4 		– Sell
-131
Closed -$4.59K – 478
2025
Q3 		$4.59K Buy
+131
New +$4.46K ﹤0.01% 432
2025
Q2 		– Sell
-4
Closed -$141 – 408
2025
Q1 		$141 Buy
+4
New +$142 ﹤0.01% 617
2023
Q1 		– Sell
-3,738
Closed -$230K – 174
2022
Q4 		$230K Buy
3,738
+24
+0.6% +$1.64K 0.02% 139
2022
Q3 		$223K Buy
+3,714
New +$231K 0.02% 139
2022
Q2 		– Sell
-3,862
Closed -$228K – 157
2022
Q1 		$228K Buy
+3,862
New +$209K 0.02% 148
2018
Q4 		– Sell
-4,546
Closed -$182K – 81
2018
Q3 		$182K Sell
4,546
-1,920
-30% -$81.7K 0.05% 74
2018
Q2 		$284K Sell
6,466
-1,321
-17% -$51.2K 0.07% 54
2018
Q1 		$248K Sell
7,787
-338
-4% -$12.4K 0.07% 59
2017
Q4 		$336K Buy
+8,125
New +$307K 0.09% 41
2015
Q3 		– Sell
-4,564
Closed -$272K – 123
2015
Q2 		$272K Sell
4,564
-192
-4% -$12.4K 0.07% 152
2015
Q1 		$287K Buy
4,756
+1,143
+32% +$69.7K 0.09% 145
2014
Q4 		$221K Buy
3,613
+330
+10% +$20K 0.11% 125
2014
Q3 		$224K Buy
+3,283
New +$244K 0.06% 130

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's DVN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 8 shares worth $335. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in DVN as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in DVN in Q3 2014 and has held it in 14 quarters since. The position peaked at $336K in Q4 2017. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Halbert Hargrove Global Advisors held 8 shares of Devon Energy worth $335 as of Q2 2026.
  • Devon Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Devon Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #586 holding.
  • Halbert Hargrove Global Advisors first reported a position in Devon Energy in Q3 2014 and has held it in 14 quarters since.
  • Halbert Hargrove Global Advisors's Devon Energy position peaked at $336K in Q4 2017.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.