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 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 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

Crestwood Advisors Group's HAL Position: Q1 2026 in Review

Crestwood Advisors Group increased its Halliburton (HAL) stake by 8.4% in Q1 2026, buying an estimated $31.1K and bringing the position to 11,581 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #454.

Crestwood Advisors Group first reported a position in HAL in Q1 2017 and has held it in 7 quarters since. The position peaked at $698K in Q2 2019. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Crestwood Advisors Group held 11,581 shares of Halliburton worth $452K as of Q1 2026.
Crestwood Advisors Group bought 899 Halliburton shares in Q1 2026, an estimated $31.1K.
Halliburton made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #454 holding.
Crestwood Advisors Group first reported a position in Halliburton in Q1 2017 and has held it in 7 quarters since.
Crestwood Advisors Group's Halliburton position peaked at $698K in Q2 2019.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.