AIS
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Advocate Investing Services’s Halliburton HAL Stock Holding History

Advocate Investing Services’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
Q2 		$297K Sell
8,738
-2,750
-24% -$107K 0.23% 86
2026
Q1 		$448K Buy
11,488
+1,023
+10% +$35.4K 0.38% 65
2025
Q4 		$296K Buy
+10,465
New +$276K 0.26% 73

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advocate Investing Services's HAL Position: Q2 2026 in Review

Advocate Investing Services reduced its Halliburton (HAL) stake by 24% in Q2 2026, selling an estimated $107K and leaving 8,738 shares worth $297K. The position accounts for 0.23% of the portfolio, ranked #86.

Advocate Investing Services first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Advocate Investing Services held 8,738 shares of Halliburton worth $297K as of Q2 2026.
  • Advocate Investing Services sold 2,750 Halliburton shares in Q2 2026, an estimated $107K.
  • Halliburton made up 0.23% of Advocate Investing Services's portfolio in Q2 2026, its #86 holding.
  • Advocate Investing Services first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Halliburton position peaked at $448K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.