AWA
HAL icon

Arkadios Wealth Advisors’s Halliburton HAL Stock Holding History

Arkadios Wealth 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 		$3.4M Buy
87,239
+44,092
+102% +$1.53M 0.06% 348
2025
Q4 		$1.22M Sell
43,147
-7,046
-14% -$186K 0.02% 615
2025
Q3 		$1.23M Buy
50,193
+1,523
+3% +$33.7K 0.03% 556
2025
Q2 		$992K Buy
48,670
+10,021
+26% +$210K 0.03% 576
2025
Q1 		$981K Buy
38,649
+29,359
+316% +$772K 0.04% 467
2024
Q4 		$253K Buy
9,290
+108
+1% +$3.16K 0.01% 785
2024
Q3 		$267K Sell
9,182
-84
-0.9% -$2.65K 0.02% 754
2024
Q2 		$313K Buy
+9,266
New +$342K 0.02% 624
2021
Q4 		– Sell
-1,177
Closed -$25K – 1077
2021
Q3 		$25K Sell
1,177
-7
-0.6% -$143 ﹤0.01% 1125
2021
Q2 		$27K Sell
1,184
-290
-20% -$6.44K ﹤0.01% 1159
2021
Q1 		$31K Buy
1,474
+393
+36% +$8.22K 0.01% 830
2020
Q4 		$20K Buy
1,081
+688
+175% +$10.7K ﹤0.01% 752
2020
Q3 		$4.81K Sell
393
-100
-20% -$1.45K ﹤0.01% 854
2020
Q2 		$6.15K Buy
493
+100
+25% +$1.08K ﹤0.01% 750
2020
Q1 		$2.69K Hold
393
– – ﹤0.01% 892
2019
Q4 		$8.72K Buy
+393
New +$8.28K 0.01% 615

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

Arkadios Wealth Advisors's HAL Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Halliburton (HAL) stake by 102% in Q1 2026, buying an estimated $1.53M and bringing the position to 87,239 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #348.

Arkadios Wealth Advisors first reported a position in HAL in Q4 2019 and has held it in 16 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Arkadios Wealth Advisors held 87,239 shares of Halliburton worth $3.4M as of Q1 2026.
  • Arkadios Wealth Advisors bought 44,092 Halliburton shares in Q1 2026, an estimated $1.53M.
  • Halliburton made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #348 holding.
  • Arkadios Wealth Advisors first reported a position in Halliburton in Q4 2019 and has held it in 16 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.