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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
Q2 		$360K Buy
10,600
+3,600
+51% +$141K 0.17% 122
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cladis Investment Advisory's HAL Position: Q2 2026 in Review

Cladis Investment Advisory increased its Halliburton (HAL) stake by 51% in Q2 2026, buying an estimated $141K and bringing the position to 10,600 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #122.

Cladis Investment Advisory first reported a position in HAL in Q3 2025 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Cladis Investment Advisory held 10,600 shares of Halliburton worth $360K as of Q2 2026.
  • Cladis Investment Advisory bought 3,600 Halliburton shares in Q2 2026, an estimated $141K.
  • Halliburton made up 0.17% of Cladis Investment Advisory's portfolio in Q2 2026, its #122 holding.
  • Cladis Investment Advisory first reported a position in Halliburton in Q3 2025 and has held it in 4 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.