CPA
HAL icon

Capital Performance Advisors’s Halliburton HAL Stock Holding History

Capital Performance 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 		– Sell
-6,100
Closed -$238K – 391
2026
Q1 		$238K Buy
+6,100
New +$211K 0.02% 388
2025
Q3 		– Sell
-10,735
Closed -$219K – 352
2025
Q2 		$219K Buy
+10,735
New +$225K 0.04% 232
2024
Q4 		– Sell
-647
Closed -$18.8K – 1206
2024
Q3 		$18.8K Buy
+647
New +$20.4K 0.01% 622

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

Capital Performance Advisors's HAL Position: Q2 2026 in Review

Capital Performance Advisors sold out of Halliburton (HAL) in Q2 2026, closing a stake of 6,100 shares — an estimated $238K sold.

Capital Performance Advisors first reported a position in HAL in Q3 2024 and held it in 3 quarters. The position peaked at $238K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Capital Performance Advisors reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 6,100 Halliburton shares in Q2 2026, an estimated $238K.
  • Capital Performance Advisors first reported a position in Halliburton in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Halliburton position peaked at $238K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

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