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Annis Gardner Whiting Capital Advisors’s Halliburton HAL Stock Holding History

Annis Gardner Whiting Capital 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 		$109K Buy
2,794
+258
+10% +$8.93K 0.02% 427
2025
Q4 		$71.7K Buy
2,536
+154
+6% +$4.07K 0.01% 464
2025
Q3 		$58.6K Buy
2,382
+31
+1% +$686 0.01% 474
2025
Q2 		$47.9K Hold
2,351
– – 0.02% 428
2025
Q1 		$59.6K Sell
2,351
-245
-9% -$6.44K 0.03% 335
2024
Q4 		$70.6K Buy
2,596
+245
+10% +$7.16K 0.02% 311
2024
Q3 		$68.3K Sell
2,351
-254
-10% -$8.01K 0.02% 334
2024
Q2 		$88K Buy
2,605
+254
+11% +$9.38K 0.03% 326
2024
Q1 		$92.7K Buy
2,351
+38
+2% +$1.36K 0.03% 290
2023
Q4 		$83.6K Hold
2,313
– – 0.04% 243
2023
Q3 		$93.7K Buy
+2,313
New +$90.6K 0.05% 220

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

Annis Gardner Whiting Capital Advisors's HAL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Halliburton (HAL) stake by 10% in Q1 2026, buying an estimated $8.93K and bringing the position to 2,794 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #427.

Annis Gardner Whiting Capital Advisors first reported a position in HAL in Q3 2023 and has held it in 11 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 2,794 shares of Halliburton worth $109K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 258 Halliburton shares in Q1 2026, an estimated $8.93K.
  • Halliburton made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #427 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Halliburton in Q3 2023 and has held it in 11 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.