CFFP
HAL icon

Center for Financial Planning’s Halliburton HAL Stock Holding History

Center for Financial Planning’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 		$168K Hold
4,961
– – 0.02% 187
2026
Q1 		$193K Sell
4,961
-742
-13% -$25.7K 0.02% 178
2025
Q4 		$161K Sell
5,703
-187
-3% -$4.94K 0.02% 189
2025
Q3 		$145K Hold
5,890
– – 0.02% 191
2025
Q2 		$120K Hold
5,890
– – 0.01% 201
2025
Q1 		$149K Buy
5,890
+150
+3% +$3.94K 0.02% 176
2024
Q4 		$156K Hold
5,740
– – 0.02% 164
2024
Q3 		$167K Buy
5,740
+1
+0% +$32 0.02% 157
2024
Q2 		$194K Buy
5,739
+121
+2% +$4.47K 0.03% 149
2024
Q1 		$221K Buy
5,618
+216
+4% +$7.74K 0.03% 139
2023
Q4 		$195K Buy
5,402
+52
+1% +$2K 0.04% 141
2023
Q3 		$217K Buy
5,350
+24
+0.5% +$940 0.05% 128
2023
Q2 		$176K Buy
5,326
+48
+0.9% +$1.52K 0.04% 140
2023
Q1 		$167K Buy
5,278
+2,693
+104% +$99.7K 0.04% 140
2022
Q4 		$102K Buy
2,585
+479
+23% +$17K 0.02% 163
2022
Q3 		$52K Hold
2,106
– – 0.01% 208
2022
Q2 		$66K Hold
2,106
– – 0.02% 196
2022
Q1 		$80K Hold
2,106
– – 0.02% 190
2021
Q4 		$48K Hold
2,106
– – 0.01% 235
2021
Q3 		$46K Buy
2,106
+52
+3% +$1.06K 0.01% 229
2021
Q2 		$47K Hold
2,054
– – 0.01% 225
2021
Q1 		$44K Hold
2,054
– – 0.01% 220
2020
Q4 		$39K Hold
2,054
– – 0.01% 221
2020
Q3 		$25K Buy
2,054
+4
+0.2% +$58 0.01% 246
2020
Q2 		$27K Buy
+2,050
New +$22.1K 0.01% 231

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Center for Financial Planning's HAL Position: Q2 2026 in Review

Center for Financial Planning held its Halliburton (HAL) position steady in Q2 2026 at 4,961 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #187.

Center for Financial Planning first reported a position in HAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $221K in Q1 2024. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Center for Financial Planning held 4,961 shares of Halliburton worth $168K as of Q2 2026.
  • Center for Financial Planning left its Halliburton share count unchanged in Q2 2026.
  • Halliburton made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #187 holding.
  • Center for Financial Planning first reported a position in Halliburton in Q2 2020 and has held it in 25 quarters since.
  • Center for Financial Planning's Halliburton position peaked at $221K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.