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Aventail Capital Group’s Halliburton HAL Stock Holding History

Aventail Capital Group’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 		$10.2M Sell
262,398
-27,587
-10% -$955K 0.49% 66
2025
Q4 		$8.19M Sell
289,985
-1,909,076
-87% -$50.4M 0.47% 58
2025
Q3 		$54.1M Buy
+2,199,061
New +$48.7M 2.51% 8
2024
Q1 		– Sell
-10,000
Closed -$362K – 83
2023
Q4 		$362K Hold
10,000
– – 0.03% 66
2023
Q3 		$405K Buy
+10,000
New +$392K 0.03% 70

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

Aventail Capital Group's HAL Position: Q1 2026 in Review

Aventail Capital Group reduced its Halliburton (HAL) stake by 9.5% in Q1 2026, selling an estimated $955K and leaving 262,398 shares worth $10.2M. The position accounts for 0.49% of the portfolio, ranked #66.

Aventail Capital Group first reported a position in HAL in Q3 2023 and has held it in 5 quarters since. The position peaked at $54.1M in Q3 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Aventail Capital Group held 262,398 shares of Halliburton worth $10.2M as of Q1 2026.
  • Aventail Capital Group sold 27,587 Halliburton shares in Q1 2026, an estimated $955K.
  • Halliburton made up 0.49% of Aventail Capital Group's portfolio in Q1 2026, its #66 holding.
  • Aventail Capital Group first reported a position in Halliburton in Q3 2023 and has held it in 5 quarters since.
  • Aventail Capital Group's Halliburton position peaked at $54.1M in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.