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BOK Financial Private Wealth’s Halliburton HAL Stock Holding History

BOK Financial Private Wealth’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 		$50.1K Sell
1,286
-132
-9% -$4.57K ﹤0.01% 269
2025
Q4 		$40.1K Buy
1,418
+132
+10% +$3.48K ﹤0.01% 304
2025
Q3 		$31.6K Hold
1,286
– – ﹤0.01% 279
2025
Q2 		$26.2K Hold
1,286
– – ﹤0.01% 296
2025
Q1 		$32.6K Sell
1,286
-26
-2% -$684 ﹤0.01% 296
2024
Q4 		$35.7K Buy
1,312
+26
+2% +$760 ﹤0.01% 289
2024
Q3 		$37.4K Buy
1,286
+18
+1% +$568 ﹤0.01% 290
2024
Q2 		$42.8K Hold
1,268
– – ﹤0.01% 274
2024
Q1 		$50K Hold
1,268
– – ﹤0.01% 258
2023
Q4 		$45.8K Hold
1,268
– – ﹤0.01% 251
2023
Q3 		$51.4K Hold
1,268
– – ﹤0.01% 226
2023
Q2 		$41.8K Sell
1,268
-45
-3% -$1.42K ﹤0.01% 232
2023
Q1 		$41.5K Buy
1,313
+45
+4% +$1.67K ﹤0.01% 251
2022
Q4 		$49.9K Buy
+1,268
New +$44.9K ﹤0.01% 234

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

BOK Financial Private Wealth's HAL Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Halliburton (HAL) stake by 9.3% in Q1 2026, selling an estimated $4.57K and leaving 1,286 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

BOK Financial Private Wealth first reported a position in HAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $51.4K in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • BOK Financial Private Wealth held 1,286 shares of Halliburton worth $50.1K as of Q1 2026.
  • BOK Financial Private Wealth sold 132 Halliburton shares in Q1 2026, an estimated $4.57K.
  • Halliburton made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #269 holding.
  • BOK Financial Private Wealth first reported a position in Halliburton in Q4 2022 and has held it in 14 quarters since.
  • BOK Financial Private Wealth's Halliburton position peaked at $51.4K in Q3 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.