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
2018 Q4	–	Sell	-3,700	Closed	-$2K	–	82
2018 Q3	$2K	Buy	+3,700	New	+$157K	﹤0.01%	83

Other funds holding DVN

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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. 588 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.
588 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.