Capstone Investment Advisors’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.6M Sell
373,600
-89,200
-19% -$3.09M 0.03% 227
2025
Q4
$13.1M Sell
462,800
-9,700
-2% -$256K 0.03% 228
2025
Q3
$11.6M Buy
472,500
+187,800
+66% +$4.15M 0.02% 289
2025
Q2
$5.8M Buy
284,700
+65,700
+30% +$1.38M 0.01% 367
2025
Q1
$5.56M Sell
219,000
-42,600
-16% -$1.12M 0.01% 424
2024
Q4
$7.11M Buy
261,600
+19,900
+8% +$582K 0.02% 436
2024
Q3
$7.02M Buy
241,700
+10,300
+4% +$325K 0.02% 379
2024
Q2
$7.82M Buy
231,400
+87,200
+60% +$3.22M 0.02% 350
2024
Q1
$5.68M Sell
144,200
-48,200
-25% -$1.73M 0.02% 406
2023
Q4
$6.96M Buy
192,400
+96,300
+100% +$3.7M 0.02% 427
2023
Q3
$3.89M Buy
96,100
+36,400
+61% +$1.43M 0.02% 501
2023
Q2
$1.97M Buy
59,700
+17,000
+40% +$537K 0.01% 646
2023
Q1
$1.35M Sell
42,700
-31,900
-43% -$1.18M 0.01% 705
2022
Q4
$2.94M Buy
74,600
+14,500
+24% +$513K 0.02% 575
2022
Q3
$1.48M Sell
60,100
-6,500
-10% -$186K 0.01% 881
2022
Q2
$2.09M Sell
66,600
-210,600
-76% -$7.85M 0.01% 742
2022
Q1
$10.5M Sell
277,200
-510,900
-65% -$16.5M 0.03% 452
2021
Q4
$18M Buy
788,100
+54,700
+7% +$1.3M 0.03% 455
2021
Q3
$15.9M Buy
733,400
+109,200
+17% +$2.24M 0.03% 483
2021
Q2
$14.4M Buy
624,200
+208,900
+50% +$4.64M 0.03% 427
2021
Q1
$8.91M Buy
415,300
+61,800
+17% +$1.29M 0.03% 493
2020
Q4
$6.68M Buy
353,500
+94,600
+37% +$1.47M 0.02% 507
2020
Q3
$3.12M Buy
258,900
+47,100
+22% +$682K 0.02% 663
2020
Q2
$2.75M Sell
211,800
-99,400
-32% -$1.07M 0.02% 608
2020
Q1
$2.13M Sell
311,200
-134,500
-30% -$2.34M 0.03% 494
2019
Q4
$10.9M Buy
445,700
+185,800
+71% +$3.92M 0.06% 343
2019
Q3
$4.9M Buy
259,900
+107,000
+70% +$2.21M 0.03% 444
2019
Q2
$3.48M Buy
152,900
+32,900
+27% +$854K 0.03% 570
2019
Q1
$3.52M Buy
120,000
+17,700
+17% +$535K 0.03% 448
2018
Q4
$2.72M Buy
102,300
+19,800
+24% +$668K 0.03% 383
2018
Q3
$3.34M Buy
82,500
+56,800
+221% +$2.35M 0.04% 328
2018
Q2
$1.16M Buy
+25,700
New +$1.28M 0.02% 362
2016
Q4
Sell
-15,000
Closed -$673K 1012
2016
Q3
$673K Buy
+15,000
New +$655K 0.01% 459
2014
Q1
Sell
-39,800
Closed -$2.02M 443
2013
Q4
$2.02M Sell
39,800
-80,900
-67% -$4.18M 0.02% 332
2013
Q3
$5.81M Buy
+120,700
New +$5.65M 0.06% 176

Other funds holding HAL

Capstone Investment Advisors's HAL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Halliburton (HAL) stake by 87% in Q1 2026, selling an estimated $2.94M and leaving 12,192 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Capstone Investment Advisors first reported a position in HAL in Q4 2014 and has held it in 34 quarters since. The position peaked at $6.28M in Q1 2017. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Capstone Investment Advisors held 12,192 shares of Halliburton worth $475K as of Q1 2026.
  • Capstone Investment Advisors sold 85,064 Halliburton shares in Q1 2026, an estimated $2.94M.
  • Halliburton made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1161 holding.
  • Capstone Investment Advisors first reported a position in Halliburton in Q4 2014 and has held it in 34 quarters since.
  • Capstone Investment Advisors's Halliburton position peaked at $6.28M in Q1 2017.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.