Creative Planning’s Halliburton HAL Stock Holding History

Creative Planning’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
2016 Q2	–	Sell	-1,000	Closed	-$1K	–	4416
2016 Q1	$1K	Buy	+1,000	New	+$32.6K	﹤0.01%	4122

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

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.