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Confluence Wealth Services’s Halliburton HAL Stock Holding History

Confluence Wealth Services’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 		$201K Buy
5,930
+236
+4% +$9.22K 0.01% 469
2026
Q1 		$222K Buy
+5,694
New +$197K 0.01% 350
2024
Q3 		– Sell
-8,348
Closed -$282K – 350
2024
Q2 		$282K Buy
8,348
+39
+0.5% +$1.44K 0.02% 308
2024
Q1 		$328K Buy
8,309
+814
+11% +$29.2K 0.03% 259
2023
Q4 		$271K Buy
7,495
+40
+0.5% +$1.54K 0.03% 248
2023
Q3 		$302K Buy
7,455
+1,330
+22% +$52.1K 0.06% 211
2023
Q2 		$202K Sell
6,125
-512
-8% -$16.2K 0.04% 257
2023
Q1 		$210K Sell
6,637
-1,643
-20% -$60.8K 0.05% 251
2022
Q4 		$326K Buy
8,280
+19
+0.2% +$672 0.08% 178
2022
Q3 		$203K Sell
8,261
-992
-11% -$28.4K 0.09% 214
2022
Q2 		$273K Buy
9,253
+558
+6% +$20.8K 0.12% 208
2022
Q1 		$329K Sell
8,695
-989
-10% -$32K 0.12% 179
2021
Q4 		$221K Buy
+9,684
New +$229K 0.07% 214

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Confluence Wealth Services's HAL Position: Q2 2026 in Review

Confluence Wealth Services increased its Halliburton (HAL) stake by 4.1% in Q2 2026, buying an estimated $9.22K and bringing the position to 5,930 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #469.

Confluence Wealth Services first reported a position in HAL in Q4 2021 and has held it in 13 quarters since. The position peaked at $329K in Q1 2022. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Confluence Wealth Services held 5,930 shares of Halliburton worth $201K as of Q2 2026.
  • Confluence Wealth Services bought 236 Halliburton shares in Q2 2026, an estimated $9.22K.
  • Halliburton made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #469 holding.
  • Confluence Wealth Services first reported a position in Halliburton in Q4 2021 and has held it in 13 quarters since.
  • Confluence Wealth Services's Halliburton position peaked at $329K in Q1 2022.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.