CIA
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Caerus Investment Advisors’s Halliburton HAL Stock Holding History

Caerus Investment 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
Q2 		$373K Buy
11,001
+1,694
+18% +$66.2K 0.12% 153
2026
Q1 		$363K Buy
9,307
+35
+0.4% +$1.21K 0.15% 137
2025
Q4 		$262K Buy
+9,272
New +$245K 0.08% 259

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Caerus Investment Advisors's HAL Position: Q2 2026 in Review

Caerus Investment Advisors increased its Halliburton (HAL) stake by 18% in Q2 2026, buying an estimated $66.2K and bringing the position to 11,001 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #153.

Caerus Investment Advisors first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Caerus Investment Advisors held 11,001 shares of Halliburton worth $373K as of Q2 2026.
  • Caerus Investment Advisors bought 1,694 Halliburton shares in Q2 2026, an estimated $66.2K.
  • Halliburton made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Caerus Investment Advisors first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.