CAPTRUST Financial Advisors
HAL icon

CAPTRUST Financial Advisors’s Halliburton HAL Stock Holding History

CAPTRUST Financial 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
Q1 		$19.5K Buy
+500
New +$17.3K ﹤0.01% 2966

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

CAPTRUST Financial Advisors's HAL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Halliburton (HAL) stake by 23% in Q1 2026, buying an estimated $895K and bringing the position to 139,917 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #736.

CAPTRUST Financial Advisors first reported a position in HAL in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.65M in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • CAPTRUST Financial Advisors held 139,917 shares of Halliburton worth $5.46M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 25,867 Halliburton shares in Q1 2026, an estimated $895K.
  • Halliburton made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #736 holding.
  • CAPTRUST Financial Advisors first reported a position in Halliburton in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Halliburton position peaked at $6.65M in Q3 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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