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Concurrent Investment Advisors’s Halliburton HAL Stock Holding History

Concurrent Investment 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 		$3.47M Buy
88,960
+6,852
+8% +$237K 0.04% 449
2025
Q4 		$2.32M Sell
82,108
-91,208
-53% -$2.41M 0.03% 527
2025
Q3 		$4.26M Buy
173,316
+18,259
+12% +$404K 0.07% 269
2025
Q2 		$3.16M Buy
155,057
+26,706
+21% +$560K 0.06% 320
2025
Q1 		$3.26M Buy
128,351
+23,987
+23% +$631K 0.08% 259
2024
Q4 		$2.84M Sell
104,364
-14,429
-12% -$422K 0.08% 256
2024
Q3 		$3.45M Buy
118,793
+20,378
+21% +$643K 0.1% 211
2024
Q2 		$3.32M Buy
98,415
+55,407
+129% +$2.05M 0.11% 193
2024
Q1 		$1.7M Sell
43,008
-6,643
-13% -$238K 0.07% 271
2023
Q4 		$1.79M Buy
+49,651
New +$1.91M 0.08% 245

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

Concurrent Investment Advisors's HAL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Halliburton (HAL) stake by 8.3% in Q1 2026, buying an estimated $237K and bringing the position to 88,960 shares worth $3.47M. The position accounts for 0.04% of the portfolio, ranked #449.

Concurrent Investment Advisors first reported a position in HAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.26M in Q3 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Concurrent Investment Advisors held 88,960 shares of Halliburton worth $3.47M as of Q1 2026.
  • Concurrent Investment Advisors bought 6,852 Halliburton shares in Q1 2026, an estimated $237K.
  • Halliburton made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #449 holding.
  • Concurrent Investment Advisors first reported a position in Halliburton in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Halliburton position peaked at $4.26M in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.