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Crestwood Advisors Group’s Halliburton HAL Stock Holding History

Crestwood Advisors Group’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 		$432K Buy
12,732
+1,151
+10% +$45K 0.01% 545
2026
Q1 		$452K Buy
11,581
+899
+8% +$31.1K 0.01% 454
2025
Q4 		$302K Buy
10,682
+2,231
+26% +$58.9K 0.01% 515
2025
Q3 		$208K Buy
+8,451
New +$187K ﹤0.01% 548
2020
Q1 		– Sell
-24,920
Closed -$610K – 239
2019
Q4 		$610K Sell
24,920
-4,300
-15% -$90.6K 0.02% 160
2019
Q3 		$551K Sell
29,220
-1,474
-5% -$30.5K 0.02% 160
2019
Q2 		$698K Buy
+30,694
New +$797K 0.03% 144
2017
Q2 		– Sell
-500
Closed -$23K – 268
2017
Q1 		$23K Buy
+500
New +$26.9K ﹤0.01% 361

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Crestwood Advisors Group's HAL Position: Q2 2026 in Review

Crestwood Advisors Group increased its Halliburton (HAL) stake by 9.9% in Q2 2026, buying an estimated $45K and bringing the position to 12,732 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #545.

Crestwood Advisors Group first reported a position in HAL in Q1 2017 and has held it in 8 quarters since. The position peaked at $698K in Q2 2019. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Crestwood Advisors Group held 12,732 shares of Halliburton worth $432K as of Q2 2026.
  • Crestwood Advisors Group bought 1,151 Halliburton shares in Q2 2026, an estimated $45K.
  • Halliburton made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #545 holding.
  • Crestwood Advisors Group first reported a position in Halliburton in Q1 2017 and has held it in 8 quarters since.
  • Crestwood Advisors Group's Halliburton position peaked at $698K in Q2 2019.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.