Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-8
Closed -$335 – 457
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's DVN Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Devon Energy (DVN) in Q3 2026, closing a stake of 8 shares — an estimated $335 sold.

Halbert Hargrove Global Advisors first reported a position in DVN in Q3 2014 and held it in 14 quarters. The position peaked at $336K in Q4 2017. 843 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Devon Energy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Devon Energy shares in Q3 2026, an estimated $335.
  • Halbert Hargrove Global Advisors first reported a position in Devon Energy in Q3 2014 and held it in 14 quarters.
  • Halbert Hargrove Global Advisors's Devon Energy position peaked at $336K in Q4 2017.
  • 843 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.