CIA
HAL icon

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
Q2 		– Sell
-1,000
Closed -$39K – 2141
2026
Q1 		$39K Buy
+1,000
New +$34.6K ﹤0.01% 1883
2025
Q4 		– Sell
-2,500
Closed -$61.5K – 1811
2025
Q3 		$61.5K Buy
+2,500
New +$55.3K ﹤0.01% 1441
2025
Q1 		– Sell
-100
Closed -$2.72K – 1278
2024
Q4 		$2.72K Buy
+100
New +$2.92K ﹤0.01% 1118

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

Concurrent Investment Advisors's HAL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Halliburton (HAL) stake by 15% in Q2 2026, buying an estimated $529K and bringing the position to 102,509 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #536.

Concurrent Investment Advisors first reported a position in HAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.26M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Concurrent Investment Advisors held 102,509 shares of Halliburton worth $3.48M as of Q2 2026.
  • Concurrent Investment Advisors bought 13,549 Halliburton shares in Q2 2026, an estimated $529K.
  • Halliburton made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #536 holding.
  • Concurrent Investment Advisors first reported a position in Halliburton in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Halliburton position peaked at $4.26M in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.