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Elevation Wealth Partners’s Halliburton HAL Stock Holding History

Elevation Wealth Partners’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 		$7.44K Buy
234
+76
+48% +$2.59K ﹤0.01% 998
2026
Q2 		$5.37K Buy
158
+71
+82% +$2.77K ﹤0.01% 999
2026
Q1 		$3.39K Buy
87
+45
+107% +$1.56K ﹤0.01% 805
2025
Q4 		$1.19K Buy
42
+19
+83% +$502 ﹤0.01% 847
2025
Q3 		$566 Buy
+23
New +$509 ﹤0.01% 802
2024
Q3 		– Sell
-53
Closed -$1.79K – 512
2024
Q2 		$1.79K Buy
+53
New +$1.96K ﹤0.01% 454

Other funds holding HAL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Elevation Wealth Partners's HAL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Halliburton (HAL) stake by 48% in Q3 2026, buying an estimated $2.59K and bringing the position to 234 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Elevation Wealth Partners first reported a position in HAL in Q2 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Elevation Wealth Partners held 234 shares of Halliburton worth $7.44K as of Q3 2026.
  • Elevation Wealth Partners bought 76 Halliburton shares in Q3 2026, an estimated $2.59K.
  • Halliburton made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #998 holding.
  • Elevation Wealth Partners first reported a position in Halliburton in Q2 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.