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Affinity Investment Advisors’s Halliburton HAL Stock Holding History

Affinity Investment 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
Q2 		$247K Buy
+7,279
New +$284K 0.13% 131
2022
Q1 		– Sell
-33,916
Closed -$776K – 203
2021
Q4 		$776K Buy
33,916
+396
+1% +$9.38K 0.31% 117
2021
Q3 		$725K Hold
33,520
– – 0.33% 118
2021
Q2 		$775K Sell
33,520
-224
-0.7% -$4.98K 0.35% 110
2021
Q1 		$724K Hold
33,744
– – 0.27% 111
2020
Q4 		$638K Hold
33,744
– – 0.26% 107
2020
Q3 		$407K Buy
+33,744
New +$489K 0.18% 115
2018
Q2 		– Sell
-104,136
Closed -$4.89M – 187
2018
Q1 		$4.89M Buy
104,136
+6,448
+7% +$318K 0.57% 60
2017
Q4 		$4.77M Sell
97,688
-5,620
-5% -$248K 0.54% 62
2017
Q3 		$4.75M Sell
103,308
-350
-0.3% -$14.7K 0.55% 59
2017
Q2 		$4.43M Sell
103,658
-48,742
-32% -$2.24M 0.53% 62
2017
Q1 		$7.5M Sell
152,400
-30,301
-17% -$1.63M 0.68% 60
2016
Q4 		$9.88M Sell
182,701
-48,839
-21% -$2.43M 0.93% 49
2016
Q3 		$10.4M Sell
231,540
-45,953
-17% -$2.01M 0.88% 53
2016
Q2 		$12.6M Sell
277,493
-10,590
-4% -$436K 0.93% 50
2016
Q1 		$10.3M Sell
288,083
-5,082
-2% -$166K 0.9% 51
2015
Q4 		$9.98M Buy
293,165
+3,182
+1% +$120K 0.86% 51
2015
Q3 		$10.3M Buy
289,983
+26,765
+10% +$1.05M 0.93% 47
2015
Q2 		$11.3M Sell
263,218
-27,197
-9% -$1.25M 0.91% 50
2015
Q1 		$12.7M Buy
290,415
+57,670
+25% +$2.4M 0.92% 50
2014
Q4 		$9.15M Buy
232,745
+21,918
+10% +$1.07M 0.85% 53
2014
Q3 		$13.6M Sell
210,827
-29,069
-12% -$1.99M 1.38% 32
2014
Q2 		$17M Sell
239,896
-7,404
-3% -$475K 1.93% 13
2014
Q1 		$14.6M Sell
247,300
-1,341
-0.5% -$71.6K 1.72% 25
2013
Q4 		$12.6M Sell
248,641
-23,588
-9% -$1.22M 1.53% 32
2013
Q3 		$13.1M Buy
272,229
+575
+0.2% +$26.9K 1.7% 23
2013
Q2 		$11.3M Buy
+271,654
New +$11.4M 0.99% 47

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

Affinity Investment Advisors's HAL Position: Q2 2026 in Review

Affinity Investment Advisors opened a new position in Halliburton (HAL) in Q2 2026: 7,279 shares worth $247K. The stake represents 0.13% of the portfolio and ranks #131 among its holdings. This is a return to the name: Affinity Investment Advisors previously reported a position in HAL as recently as Q4 2021.

Affinity Investment Advisors first reported a position in HAL in Q2 2013 and has held it in 27 quarters since. The position peaked at $17M in Q2 2014. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Affinity Investment Advisors held 7,279 shares of Halliburton worth $247K as of Q2 2026.
  • Halliburton was a new Affinity Investment Advisors position in Q2 2026.
  • Halliburton made up 0.13% of Affinity Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Affinity Investment Advisors first reported a position in Halliburton in Q2 2013 and has held it in 27 quarters since.
  • Affinity Investment Advisors's Halliburton position peaked at $17M in Q2 2014.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.