Chicago Partners Investment Group’s Halliburton HAL Stock Holding History

Chicago Partners Investment Group’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	$945K	Buy	24,165 +5,422	+29%	+$188K	0.02%	577
2025 Q4	$636K	Buy	18,743 +6,535	+54%	+$173K	0.02%	642
2025 Q3	$325K	Buy	12,208 +639	+6%	+$14.1K	0.01%	903
2025 Q2	$254K	Buy	+11,569	New	+$243K	0.01%	923
2024 Q2	–	Sell	-5,998	Closed	-$231K	–	754
2024 Q1	$231K	Buy	+5,998	New	+$215K	0.01%	650
2022 Q2	–	Sell	-5,872	Closed	-$211K	–	602
2022 Q1	$211K	Buy	+5,872	New	+$190K	0.02%	507
2018 Q4	–	Sell	-600	Closed	-$21K	–	570
2018 Q3	$21K	Buy	600 +300	+100%	+$12.4K	﹤0.01%	677
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	731
2018 Q1	$14K	Hold	300	–	–	﹤0.01%	711
2017 Q4	$15K	Sell	300 -297	-50%	-$13.1K	﹤0.01%	681
2017 Q3	$27K	Sell	597 -3	-0.5%	-$126	﹤0.01%	554
2017 Q2	$29K	Buy	+600	New	+$27.6K	0.01%	463

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chicago Partners Investment Group's HAL Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Halliburton (HAL) stake by 29% in Q1 2026, buying an estimated $188K and bringing the position to 24,165 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #577.

Chicago Partners Investment Group first reported a position in HAL in Q2 2017 and has held it in 12 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Chicago Partners Investment Group held 24,165 shares of Halliburton worth $945K as of Q1 2026.
Chicago Partners Investment Group bought 5,422 Halliburton shares in Q1 2026, an estimated $188K.
Halliburton made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #577 holding.
Chicago Partners Investment Group first reported a position in Halliburton in Q2 2017 and has held it in 12 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.