Superior Planning, LLC’s Halliburton HAL Stock Holding History

Superior Planning, LLC’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$157K	Buy	+4,941	New	+$168K	0.07%	191

Other funds holding HAL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Superior Planning, LLC's HAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Halliburton (HAL) in Q3 2026: 4,941 shares worth $157K. The stake represents 0.07% of the portfolio and ranks #191 among its holdings.

798 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Superior Planning, LLC held 4,941 shares of Halliburton worth $157K as of Q3 2026.
Halliburton was a new Superior Planning, LLC position in Q3 2026.
Halliburton made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #191 holding.
798 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.