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CBIZ Investment Advisory Services’s Halliburton HAL Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-502
Closed -$14.2K – 563
2025
Q4 		$14.2K Hold
502
– – ﹤0.01% 317
2025
Q3 		$12.3K Sell
502
-100
-17% -$2.21K ﹤0.01% 317
2025
Q2 		$12.3K Sell
602
-174
-22% -$3.65K ﹤0.01% 319
2025
Q1 		$19.7K Buy
776
+174
+29% +$4.58K ﹤0.01% 233
2024
Q4 		$16.4K Buy
602
+566
+1,572% +$16.5K ﹤0.01% 239
2024
Q3 		$1.05K Buy
+36
New +$1.14K ﹤0.01% 368
2020
Q1 		– Hold
0
– – – 169

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

CBIZ Investment Advisory Services's HAL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Halliburton (HAL) in Q1 2026, closing a stake of 502 shares — an estimated $14.2K sold.

CBIZ Investment Advisory Services first reported a position in HAL in Q3 2024 and held it in 6 quarters. The position peaked at $19.7K in Q1 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 502 Halliburton shares in Q1 2026, an estimated $14.2K.
  • CBIZ Investment Advisory Services first reported a position in Halliburton in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Halliburton position peaked at $19.7K in Q1 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.