Accurate Wealth Management
HAL icon

Accurate Wealth Management’s Halliburton HAL Stock Holding History

Accurate Wealth Management’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 		$271K Buy
8,255
+982
+14% +$33.5K 0.02% 498
2026
Q2 		$250K Buy
7,273
+1,314
+22% +$51.3K 0.02% 498
2026
Q1 		$224K Buy
+5,959
New +$206K 0.03% 491
2024
Q3 		– Sell
-6,468
Closed -$220K – 382
2024
Q2 		$220K Sell
6,468
-1,396
-18% -$51.5K 0.05% 306
2024
Q1 		$307K Sell
7,864
-342
-4% -$12.3K 0.09% 206
2023
Q4 		$281K Buy
+8,206
New +$315K 0.09% 211
2023
Q1 		– Sell
-971
Closed -$39.8K – 737
2022
Q4 		$39.8K Buy
+971
New +$34.4K 0.01% 510

Other funds holding HAL

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accurate Wealth Management's HAL Position: Q3 2026 in Review

Accurate Wealth Management increased its Halliburton (HAL) stake by 14% in Q3 2026, buying an estimated $33.5K and bringing the position to 8,255 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #498.

Accurate Wealth Management first reported a position in HAL in Q4 2022 and has held it in 7 quarters since. The position peaked at $307K in Q1 2024. 536 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Accurate Wealth Management held 8,255 shares of Halliburton worth $271K as of Q3 2026.
  • Accurate Wealth Management bought 982 Halliburton shares in Q3 2026, an estimated $33.5K.
  • Halliburton made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #498 holding.
  • Accurate Wealth Management first reported a position in Halliburton in Q4 2022 and has held it in 7 quarters since.
  • Accurate Wealth Management's Halliburton position peaked at $307K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.