Creative Planning’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.4M | Buy |
472,363
+85,198
| +22% | +$2.95M | 0.01% | 477 |
|
|
2025
Q4 | $10.9M | Buy |
387,165
+96,828
| +33% | +$2.56M | 0.01% | 580 |
|
|
2025
Q3 | $7.14M | Buy |
290,337
+77,805
| +37% | +$1.72M | 0.01% | 709 |
|
|
2025
Q2 | $4.33M | Buy |
212,532
+42,178
| +25% | +$885K | ﹤0.01% | 830 |
|
|
2025
Q1 | $4.32M | Sell |
170,354
-7,086
| -4% | -$186K | ﹤0.01% | 766 |
|
|
2024
Q4 | $4.82M | Buy |
177,440
+3,885
| +2% | +$114K | ﹤0.01% | 675 |
|
|
2024
Q3 | $5.04M | Buy |
173,555
+18,396
| +12% | +$580K | 0.01% | 636 |
|
|
2024
Q2 | $5.24M | Buy |
155,159
+8,507
| +6% | +$314K | 0.01% | 603 |
|
|
2024
Q1 | $5.78M | Buy |
146,652
+22,771
| +18% | +$816K | 0.01% | 564 |
|
|
2023
Q4 | $4.48M | Buy |
123,881
+11,997
| +11% | +$461K | 0.01% | 594 |
|
|
2023
Q3 | $4.53M | Sell |
111,884
-1,414
| -1% | -$55.4K | 0.01% | 561 |
|
|
2023
Q2 | $3.74M | Buy |
113,298
+3,650
| +3% | +$115K | 0.01% | 605 |
|
|
2023
Q1 | $3.47M | Buy |
109,648
+2,338
| +2% | +$86.6K | 0.01% | 598 |
|
|
2022
Q4 | $4.22M | Buy |
107,310
+6,544
| +6% | +$232K | 0.01% | 533 |
|
|
2022
Q3 | $2.48M | Buy |
100,766
+3,773
| +4% | +$108K | ﹤0.01% | 622 |
|
|
2022
Q2 | $3.04M | Buy |
96,993
+13,761
| +17% | +$513K | 0.01% | 581 |
|
|
2022
Q1 | $3.15M | Sell |
83,232
-6,912
| -8% | -$224K | ﹤0.01% | 580 |
|
|
2021
Q4 | $2.06M | Sell |
90,144
-15,499
| -15% | -$367K | ﹤0.01% | 681 |
|
|
2021
Q3 | $2.28M | Buy |
105,643
+6,509
| +7% | +$133K | ﹤0.01% | 648 |
|
|
2021
Q2 | $2.29M | Sell |
99,134
-1,202
| -1% | -$26.7K | ﹤0.01% | 624 |
|
|
2021
Q1 | $2.15M | Buy |
100,336
+2,602
| +3% | +$54.4K | ﹤0.01% | 691 |
|
|
2020
Q4 | $1.85M | Sell |
97,734
-7,168
| -7% | -$111K | ﹤0.01% | 704 |
|
|
2020
Q3 | $1.26M | Buy |
104,902
+1,108
| +1% | +$16K | ﹤0.01% | 720 |
|
|
2020
Q2 | $1.35M | Buy |
103,794
+8,584
| +9% | +$92.5K | ﹤0.01% | 637 |
|
|
2020
Q1 | $652K | Sell |
95,210
-10,288
| -10% | -$179K | ﹤0.01% | 818 |
|
|
2019
Q4 | $2.58M | Sell |
105,498
-6,490
| -6% | -$137K | 0.01% | 436 |
|
|
2019
Q3 | $2.11M | Buy |
111,988
+18,061
| +19% | +$374K | 0.01% | 476 |
|
|
2019
Q2 | $2.14M | Sell |
93,927
-9,400
| -9% | -$244K | 0.01% | 480 |
|
|
2019
Q1 | $3.03M | Sell |
103,327
-640
| -0.6% | -$19.3K | 0.01% | 366 |
|
|
2018
Q4 | $2.76M | Buy |
103,967
+2,812
| +3% | +$94.9K | 0.01% | 358 |
|
|
2018
Q3 | $4.1M | Sell |
101,155
-1,681
| -2% | -$69.6K | 0.02% | 313 |
|
|
2018
Q2 | $4.63M | Sell |
102,836
-3,568
| -3% | -$178K | 0.02% | 265 |
|
|
2018
Q1 | $5M | Sell |
106,404
-74,881
| -41% | -$3.7M | 0.02% | 248 |
|
|
2017
Q4 | $8.86M | Buy |
181,285
+50,003
| +38% | +$2.2M | 0.04% | 156 |
|
|
2017
Q3 | $6.04M | Sell |
131,282
-10,179
| -7% | -$426K | 0.03% | 203 |
|
|
2017
Q2 | $6.04M | Buy |
141,461
+62,084
| +78% | +$2.85M | 0.03% | 195 |
|
|
2017
Q1 | $3.91M | Sell |
79,377
-1,650
| -2% | -$88.7K | 0.02% | 262 |
|
|
2016
Q4 | $4.38M | Sell |
81,027
-27,558
| -25% | -$1.37M | 0.03% | 224 |
|
|
2016
Q3 | $4.87M | Sell |
108,585
-51,440
| -32% | -$2.25M | 0.03% | 209 |
|
|
2016
Q2 | $7.25M | Buy |
160,025
+65,257
| +69% | +$2.68M | 0.05% | 133 |
|
|
2016
Q1 | $3.38M | Sell |
94,768
-7,731
| -8% | -$252K | 0.03% | 212 |
|
|
2015
Q4 | $3.49M | Buy |
102,499
+22,042
| +27% | +$831K | 0.03% | 215 |
|
|
2015
Q3 | $2.84M | Buy |
80,457
+2,314
| +3% | +$91K | 0.03% | 229 |
|
|
2015
Q2 | $3.37M | Buy |
78,143
+2,407
| +3% | +$111K | 0.03% | 198 |
|
|
2015
Q1 | $3.32M | Buy |
75,736
+4,489
| +6% | +$187K | 0.03% | 196 |
|
|
2014
Q4 | $2.8M | Buy |
71,247
+6,702
| +10% | +$326K | 0.03% | 207 |
|
|
2014
Q3 | $4.16M | Buy |
64,545
+11,523
| +22% | +$790K | 0.05% | 147 |
|
|
2014
Q2 | $3.77M | Buy |
53,022
+10,249
| +24% | +$657K | 0.05% | 147 |
|
|
2014
Q1 | $2.52M | Buy |
42,773
+1,718
| +4% | +$91.8K | 0.04% | 168 |
|
|
2013
Q4 | $2.08M | Buy |
41,055
+729
| +2% | +$37.7K | 0.04% | 178 |
|
|
2013
Q3 | $1.94M | Buy |
40,326
+3,132
| +8% | +$147K | 0.04% | 155 |
|
|
2013
Q2 | $1.55M | Buy |
+37,194
| New | +$1.55M | 0.04% | 165 |
|
Other funds holding HAL
VCM
VPM
Creative Planning's HAL Position: Q1 2026 in Review
Creative Planning increased its Halliburton (HAL) stake by 22% in Q1 2026, buying an estimated $2.95M and bringing the position to 472,363 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #477.
Creative Planning first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.
- Creative Planning held 472,363 shares of Halliburton worth $18.4M as of Q1 2026.
- Creative Planning bought 85,198 Halliburton shares in Q1 2026, an estimated $2.95M.
- Halliburton made up 0.01% of Creative Planning's portfolio in Q1 2026, its #477 holding.
- Creative Planning first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
- 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.