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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
Q2 		– Sell
-2,794
Closed -$109K – 714
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's HAL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Halliburton (HAL) in Q2 2026, closing a stake of 2,794 shares — an estimated $109K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HAL in Q3 2023 and held it in 11 quarters. The position peaked at $109K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,794 Halliburton shares in Q2 2026, an estimated $109K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Halliburton in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Halliburton position peaked at $109K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.