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Cladis Investment Advisory’s Halliburton HAL Stock Holding History

Cladis Investment Advisory’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 		$273K Sell
7,000
-4,600
-40% -$159K 0.15% 129
2025
Q4 		$328K Buy
11,600
+1,000
+9% +$26.4K 0.18% 116
2025
Q3 		$261K Buy
+10,600
New +$235K 0.15% 126

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

Cladis Investment Advisory's HAL Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Halliburton (HAL) stake by 40% in Q1 2026, selling an estimated $159K and leaving 7,000 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #129.

Cladis Investment Advisory first reported a position in HAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Cladis Investment Advisory held 7,000 shares of Halliburton worth $273K as of Q1 2026.
  • Cladis Investment Advisory sold 4,600 Halliburton shares in Q1 2026, an estimated $159K.
  • Halliburton made up 0.15% of Cladis Investment Advisory's portfolio in Q1 2026, its #129 holding.
  • Cladis Investment Advisory first reported a position in Halliburton in Q3 2025 and has held it in 3 quarters since.
  • Cladis Investment Advisory's Halliburton position peaked at $328K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.