Cornerstone Advisory’s Halliburton HAL Stock Holding History

Cornerstone Advisory’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 Q3	$211K	Buy	6,620 +562	+9%	+$19.2K	0.02%	265
2026 Q2	$206K	Buy	6,058 +111	+2%	+$4.34K	0.02%	265
2026 Q1	$232K	Buy	+5,947	New	+$206K	0.02%	236
2022 Q1	–	Sell	-8,400	Closed	-$192K	–	440
2021 Q4	$192K	Buy	+8,400	New	+$199K	0.03%	259

Other funds holding HAL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Cornerstone Advisory's HAL Position: Q3 2026 in Review

Cornerstone Advisory increased its Halliburton (HAL) stake by 9.3% in Q3 2026, buying an estimated $19.2K and bringing the position to 6,620 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #265.

Cornerstone Advisory first reported a position in HAL in Q4 2021 and has held it in 4 quarters since. The position peaked at $232K in Q1 2026. 591 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Cornerstone Advisory held 6,620 shares of Halliburton worth $211K as of Q3 2026.
Cornerstone Advisory bought 562 Halliburton shares in Q3 2026, an estimated $19.2K.
Halliburton made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #265 holding.
Cornerstone Advisory first reported a position in Halliburton in Q4 2021 and has held it in 4 quarters since.
Cornerstone Advisory's Halliburton position peaked at $232K in Q1 2026.
591 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.