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Catalyst Funds Management’s Halliburton HAL Stock Holding History

Catalyst Funds Management’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 		$2.78M Buy
71,388
+63,488
+804% +$2.2M 0.47% 51
2025
Q4 		$223K Buy
+7,900
New +$209K 0.05% 277
2024
Q3 		– Sell
-1,600
Closed -$54K – 1419
2024
Q2 		$54K Buy
+1,600
New +$59.1K 0.01% 400

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

Catalyst Funds Management's HAL Position: Q1 2026 in Review

Catalyst Funds Management increased its Halliburton (HAL) stake by 804% in Q1 2026, buying an estimated $2.2M and bringing the position to 71,388 shares worth $2.78M. The position accounts for 0.47% of the portfolio, ranked #51.

Catalyst Funds Management first reported a position in HAL in Q2 2024 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Catalyst Funds Management held 71,388 shares of Halliburton worth $2.78M as of Q1 2026.
  • Catalyst Funds Management bought 63,488 Halliburton shares in Q1 2026, an estimated $2.2M.
  • Halliburton made up 0.47% of Catalyst Funds Management's portfolio in Q1 2026, its #51 holding.
  • Catalyst Funds Management first reported a position in Halliburton in Q2 2024 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.