Capital Advisors Ltd
HAL icon

Capital Advisors Ltd’s Halliburton HAL Stock Holding History

Capital Advisors Ltd’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
Q3 		$10K Buy
318
+66
+26% +$2.25K ﹤0.01% 891
2026
Q2 		$9K Hold
252
– – ﹤0.01% 876
2026
Q1 		$10K Hold
252
– – ﹤0.01% 827
2025
Q4 		$7K Buy
252
+88
+54% +$2.32K ﹤0.01% 875
2025
Q3 		$4K Hold
164
– – ﹤0.01% 957
2025
Q2 		$3K Buy
164
+99
+152% +$2.08K ﹤0.01% 1000
2025
Q1 		$2K Sell
65
-154
-70% -$4.05K ﹤0.01% 1058
2024
Q4 		$6K Buy
219
+135
+161% +$3.95K ﹤0.01% 906
2024
Q3 		$2K Sell
84
-104
-55% -$3.28K ﹤0.01% 1067
2024
Q2 		$6K Sell
188
-43
-19% -$1.59K ﹤0.01% 876
2024
Q1 		$9K Buy
231
+172
+292% +$6.16K ﹤0.01% 738
2023
Q4 		$2K Hold
59
– – ﹤0.01% 1022
2023
Q3 		$2K Hold
59
– – ﹤0.01% 1010
2023
Q2 		$2K Sell
59
-68
-54% -$2.15K ﹤0.01% 1019
2023
Q1 		$4K Buy
127
+97
+323% +$3.59K ﹤0.01% 746
2022
Q4 		$1K Buy
30
+1
+3% +$35 ﹤0.01% 1004
2022
Q3 		$1K Buy
29
+1
+4% +$29 ﹤0.01% 1023
2022
Q2 		$1K Buy
28
+1
+4% +$37 ﹤0.01% 791
2022
Q1 		$1K Hold
27
– – ﹤0.01% 724
2021
Q4 		$1K Buy
+27
New +$639 ﹤0.01% 675

Other funds holding HAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capital Advisors Ltd's HAL Position: Q3 2026 in Review

Capital Advisors Ltd increased its Halliburton (HAL) stake by 26% in Q3 2026, buying an estimated $2.25K and bringing the position to 318 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Capital Advisors Ltd first reported a position in HAL in Q4 2021 and has held it in 20 quarters since. 692 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Capital Advisors Ltd held 318 shares of Halliburton worth $10K as of Q3 2026.
  • Capital Advisors Ltd bought 66 Halliburton shares in Q3 2026, an estimated $2.25K.
  • Halliburton made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #891 holding.
  • Capital Advisors Ltd first reported a position in Halliburton in Q4 2021 and has held it in 20 quarters since.
  • 692 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.