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Addison Advisors’s Halliburton HAL Stock Holding History

Addison Advisors’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
Q1 		$39K Hold
1,000
– – 0.01% 466
2025
Q4 		$28.3K Sell
1,000
-1,125
-53% -$29.7K 0.01% 500
2025
Q3 		$52.3K Buy
2,125
+1,000
+89% +$22.1K 0.01% 414
2025
Q2 		$22.9K Hold
1,125
– – 0.01% 519
2025
Q1 		$28.5K Hold
1,125
– – 0.01% 452
2024
Q4 		$30.6K Sell
1,125
-27
-2% -$789 0.01% 448
2024
Q3 		$33.5K Buy
1,152
+27
+2% +$851 0.01% 444
2024
Q2 		$38K Hold
1,125
– – 0.01% 410
2024
Q1 		$44.3K Hold
1,125
– – 0.02% 379
2023
Q4 		$40.7K Hold
1,125
– – 0.02% 384
2023
Q3 		$45.6K Hold
1,125
– – 0.02% 334
2023
Q2 		$37.1K Hold
1,125
– – 0.02% 354
2023
Q1 		$35.6K Sell
1,125
-66
-6% -$2.44K 0.02% 334
2022
Q4 		$46.9K Sell
1,191
-620
-34% -$21.9K 0.03% 296
2022
Q3 		$45K Buy
1,811
+605
+50% +$17.3K 0.03% 275
2022
Q2 		$38K Hold
1,206
– – 0.02% 292
2022
Q1 		$46K Buy
1,206
+12
+1% +$388 0.03% 298
2021
Q4 		$27K Buy
1,194
+69
+6% +$1.63K 0.02% 306
2021
Q3 		$24K Sell
1,125
-1,125
-50% -$23K 0.02% 245
2021
Q2 		$52K Buy
+2,250
New +$50K 0.04% 185
2020
Q4 		$43K Buy
+2,250
New +$34.9K 0.04% 190

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Addison Advisors's HAL Position: Q1 2026 in Review

Addison Advisors held its Halliburton (HAL) position steady in Q1 2026 at 1,000 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #466.

Addison Advisors first reported a position in HAL in Q4 2020 and has held it in 21 quarters since. The position peaked at $52.3K in Q3 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Addison Advisors held 1,000 shares of Halliburton worth $39K as of Q1 2026.
  • Addison Advisors left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #466 holding.
  • Addison Advisors first reported a position in Halliburton in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Halliburton position peaked at $52.3K in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.