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Callan Family Office’s Halliburton HAL Stock Holding History

Callan Family Office’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 		$1.45M Sell
37,210
-1,694
-4% -$58.6K 0.03% 449
2025
Q4 		$1.1M Buy
38,904
+11,493
+42% +$303K 0.02% 524
2025
Q3 		$674K Sell
27,411
-963
-3% -$21.3K 0.02% 461
2025
Q2 		$578K Buy
28,374
+15,222
+116% +$319K 0.02% 547
2025
Q1 		$334K Buy
13,152
+707
+6% +$18.6K 0.03% 400
2024
Q4 		$338K Buy
+12,445
New +$364K 0.02% 455

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Callan Family Office's HAL Position: Q1 2026 in Review

Callan Family Office reduced its Halliburton (HAL) stake by 4.4% in Q1 2026, selling an estimated $58.6K and leaving 37,210 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #449.

Callan Family Office first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Callan Family Office held 37,210 shares of Halliburton worth $1.45M as of Q1 2026.
  • Callan Family Office sold 1,694 Halliburton shares in Q1 2026, an estimated $58.6K.
  • Halliburton made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #449 holding.
  • Callan Family Office first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.