Convergence Investment Partners’s Halliburton HAL Stock Holding History

Convergence Investment Partners’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	$3.01M	Buy	77,234 +20,156	+35%	+$697K	0.49%	61
2025 Q4	$1.61M	Buy	+57,078	New	+$1.51M	0.32%	99
2020 Q4	–	Sell	-43,310	Closed	-$522K	–	251
2020 Q3	$522K	Buy	+43,310	New	+$627K	0.18%	184
2018 Q2	–	Sell	-1,711	Closed	-$80K	–	557
2018 Q1	$80K	Buy	+1,711	New	+$84.4K	0.01%	371
2014 Q4	–	Sell	-53,891	Closed	-$3.48M	–	393
2014 Q3	$3.48M	Buy	+53,891	New	+$3.7M	0.48%	55

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Convergence Investment Partners's HAL Position: Q1 2026 in Review

Convergence Investment Partners increased its Halliburton (HAL) stake by 35% in Q1 2026, buying an estimated $697K and bringing the position to 77,234 shares worth $3.01M. The position accounts for 0.49% of the portfolio, ranked #61.

Convergence Investment Partners first reported a position in HAL in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.48M in Q3 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Convergence Investment Partners held 77,234 shares of Halliburton worth $3.01M as of Q1 2026.
Convergence Investment Partners bought 20,156 Halliburton shares in Q1 2026, an estimated $697K.
Halliburton made up 0.49% of Convergence Investment Partners's portfolio in Q1 2026, its #61 holding.
Convergence Investment Partners first reported a position in Halliburton in Q3 2014 and has held it in 5 quarters since.
Convergence Investment Partners's Halliburton position peaked at $3.48M in Q3 2014.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.