Annex Advisory Services
HAL icon

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
Q3 		$4.37M Buy
137,432
+17,009
+14% +$580K 0.07% 109
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

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
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Annex Advisory Services's HAL Position: Q3 2026 in Review

Annex Advisory Services increased its Halliburton (HAL) stake by 14% in Q3 2026, buying an estimated $580K and bringing the position to 137,432 shares worth $4.37M. The position accounts for 0.07% of the portfolio, ranked #109.

Annex Advisory Services first reported a position in HAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.57M in Q1 2026. 197 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Annex Advisory Services held 137,432 shares of Halliburton worth $4.37M as of Q3 2026.
  • Annex Advisory Services bought 17,009 Halliburton shares in Q3 2026, an estimated $580K.
  • Halliburton made up 0.07% of Annex Advisory Services's portfolio in Q3 2026, its #109 holding.
  • Annex Advisory Services first reported a position in Halliburton in Q4 2025 and has held it in 4 quarters since.
  • Annex Advisory Services's Halliburton position peaked at $4.57M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.