Empirical Wealth Management
HAL icon

Empirical Wealth Management’s Halliburton HAL Stock Holding History

Empirical Wealth Management’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 		$217K Sell
6,809
-706
-9% -$24.1K ﹤0.01% 1075
2026
Q2 		$255K Buy
+7,515
New +$294K ﹤0.01% 925

Other funds holding HAL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Empirical Wealth Management's HAL Position: Q3 2026 in Review

Empirical Wealth Management reduced its Halliburton (HAL) stake by 9.4% in Q3 2026, selling an estimated $24.1K and leaving 6,809 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Empirical Wealth Management first reported a position in HAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $255K in Q2 2026. 943 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Empirical Wealth Management held 6,809 shares of Halliburton worth $217K as of Q3 2026.
  • Empirical Wealth Management sold 706 Halliburton shares in Q3 2026, an estimated $24.1K.
  • Halliburton made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1075 holding.
  • Empirical Wealth Management first reported a position in Halliburton in Q2 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Halliburton position peaked at $255K in Q2 2026.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.