AAS
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Annex Advisory Services’s Halliburton HAL Stock Holding History

Annex Advisory 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 		$4.09M Buy
120,423
+3,256
+3% +$127K 0.07% 116
2026
Q1 		$4.57M Buy
117,167
+4,593
+4% +$159K 0.09% 111
2025
Q4 		$3.18M Buy
+112,574
New +$2.97M 0.06% 131

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Annex Advisory Services's HAL Position: Q2 2026 in Review

Annex Advisory Services increased its Halliburton (HAL) stake by 2.8% in Q2 2026, buying an estimated $127K and bringing the position to 120,423 shares worth $4.09M. The position accounts for 0.07% of the portfolio, ranked #116.

Annex Advisory Services first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.57M in Q1 2026. 181 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Annex Advisory Services held 120,423 shares of Halliburton worth $4.09M as of Q2 2026.
  • Annex Advisory Services bought 3,256 Halliburton shares in Q2 2026, an estimated $127K.
  • Halliburton made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #116 holding.
  • Annex Advisory Services first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Annex Advisory Services's Halliburton position peaked at $4.57M in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.