COMPASS FINANCIAL MANAGEMENT LLC’s Halliburton HAL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$80.8K	Buy	+35,700	New	+$1.39M	0.01%	601

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HAL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Halliburton (HAL) in Q2 2026: 4,646 shares worth $156K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

902 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,646 shares of Halliburton worth $156K as of Q2 2026.
Halliburton was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Halliburton made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #467 holding.
902 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.