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BSW Wealth Partners’s Halliburton HAL Stock Holding History

BSW Wealth Partners’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 		$314K Sell
9,260
-225
-2% -$8.79K 0.04% 247
2026
Q1 		$370K Sell
9,485
-320
-3% -$11.1K 0.05% 215
2025
Q4 		$277K Buy
+9,805
New +$259K 0.03% 259
2025
Q2 		– Sell
-9,636
Closed -$244K – 324
2025
Q1 		$244K Buy
+9,636
New +$253K 0.04% 262
2024
Q4 		– Sell
-10,565
Closed -$307K – 321
2024
Q3 		$307K Buy
10,565
+497
+5% +$15.7K 0.05% 229
2024
Q2 		$340K Buy
10,068
+779
+8% +$28.8K 0.06% 188
2024
Q1 		$366K Buy
+9,289
New +$333K 0.06% 182
2023
Q4 		– Sell
-6,639
Closed -$269K – 277
2023
Q3 		$269K Sell
6,639
-729
-10% -$28.6K 0.06% 191
2023
Q2 		$243K Sell
7,368
-16
-0.2% -$505 0.05% 220
2023
Q1 		$234K Sell
7,384
-517
-7% -$19.1K 0.05% 265
2022
Q4 		$311K Buy
+7,901
New +$280K 0.07% 206
2017
Q3 		– Sell
-5,464
Closed -$233K – 90
2017
Q2 		$233K Sell
5,464
-532
-9% -$24.4K 0.11% 70
2017
Q1 		$295K Sell
5,996
-507
-8% -$27.3K 0.15% 55
2016
Q4 		$352K Buy
6,503
+6,207
+2,097% +$309K 0.18% 51
2016
Q3 		$6.6K Sell
296
-6,287
-96% -$274K 0.23% 41
2016
Q2 		$298K Buy
+6,583
New +$271K 0.16% 54

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

BSW Wealth Partners's HAL Position: Q2 2026 in Review

BSW Wealth Partners reduced its Halliburton (HAL) stake by 2.4% in Q2 2026, selling an estimated $8.79K and leaving 9,260 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #247.

BSW Wealth Partners first reported a position in HAL in Q2 2016 and has held it in 16 quarters since. The position peaked at $370K in Q1 2026. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • BSW Wealth Partners held 9,260 shares of Halliburton worth $314K as of Q2 2026.
  • BSW Wealth Partners sold 225 Halliburton shares in Q2 2026, an estimated $8.79K.
  • Halliburton made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • BSW Wealth Partners first reported a position in Halliburton in Q2 2016 and has held it in 16 quarters since.
  • BSW Wealth Partners's Halliburton position peaked at $370K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.