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Bogart Wealth LLC’s Halliburton HAL Stock Holding History

Bogart Wealth LLC’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 		$572K Sell
16,862
-80
-0.5% -$3.13K 0.02% 177
2026
Q1 		$661K Buy
16,942
+615
+4% +$21.3K 0.03% 154
2025
Q4 		$461K Buy
16,327
+90
+0.6% +$2.38K 0.02% 175
2025
Q3 		$399K Sell
16,237
-4,502
-22% -$99.6K 0.02% 180
2025
Q2 		$423K Buy
20,739
+20,339
+5,085% +$427K 0.02% 170
2025
Q1 		$10.1K Sell
400
-954
-70% -$25.1K ﹤0.01% 752
2024
Q4 		$36.8K Hold
1,354
– – ﹤0.01% 469
2024
Q3 		$39.3K Sell
1,354
-450
-25% -$14.2K ﹤0.01% 454
2024
Q2 		$60.9K Buy
1,804
+600
+50% +$22.1K ﹤0.01% 368
2024
Q1 		$47.5K Hold
1,204
– – ﹤0.01% 392
2023
Q4 		$43.5K Hold
1,204
– – ﹤0.01% 396
2023
Q3 		$48.8K Hold
1,204
– – ﹤0.01% 349
2023
Q2 		$39.7K Hold
1,204
– – ﹤0.01% 367
2023
Q1 		$38.1K Sell
1,204
-21
-2% -$778 ﹤0.01% 361
2022
Q4 		$48.2K Buy
1,225
+75
+7% +$2.65K ﹤0.01% 304
2022
Q3 		$28K Buy
1,150
+575
+100% +$16.4K ﹤0.01% 386
2022
Q2 		$18K Buy
+575
New +$21.4K ﹤0.01% 431

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

Bogart Wealth LLC's HAL Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Halliburton (HAL) stake by 0.47% in Q2 2026, selling an estimated $3.13K and leaving 16,862 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #177.

Bogart Wealth LLC first reported a position in HAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $661K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Bogart Wealth LLC held 16,862 shares of Halliburton worth $572K as of Q2 2026.
  • Bogart Wealth LLC sold 80 Halliburton shares in Q2 2026, an estimated $3.13K.
  • Halliburton made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #177 holding.
  • Bogart Wealth LLC first reported a position in Halliburton in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Halliburton position peaked at $661K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.