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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
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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Elevation Wealth Partners's HAL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Halliburton (HAL) stake by 82% in Q2 2026, buying an estimated $2.77K and bringing the position to 158 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Elevation Wealth Partners first reported a position in HAL in Q2 2024 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Elevation Wealth Partners held 158 shares of Halliburton worth $5.37K as of Q2 2026.
  • Elevation Wealth Partners bought 71 Halliburton shares in Q2 2026, an estimated $2.77K.
  • Halliburton made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #999 holding.
  • Elevation Wealth Partners first reported a position in Halliburton in Q2 2024 and has held it in 5 quarters since.
  • 413 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.