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Coastal Bridge Advisors’s Halliburton HAL Stock Holding History

Coastal Bridge Advisors’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 		$461K Buy
11,816
+315
+3% +$10.9K 0.03% 324
2025
Q4 		$325K Sell
11,501
-924
-7% -$24.4K 0.02% 358
2025
Q3 		$306K Sell
12,425
-15,640
-56% -$346K 0.02% 365
2025
Q2 		$572K Sell
28,065
-29,435
-51% -$617K 0.05% 275
2025
Q1 		$1.46M Buy
+57,500
New +$1.51M 0.36% 69

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

Coastal Bridge Advisors's HAL Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Halliburton (HAL) stake by 2.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 11,816 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #324.

Coastal Bridge Advisors first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q1 2025. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Coastal Bridge Advisors held 11,816 shares of Halliburton worth $461K as of Q1 2026.
  • Coastal Bridge Advisors bought 315 Halliburton shares in Q1 2026, an estimated $10.9K.
  • Halliburton made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #324 holding.
  • Coastal Bridge Advisors first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Halliburton position peaked at $1.46M in Q1 2025.
  • 1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.