EPG Wealth Management’s Halliburton HAL Stock Holding History

EPG 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	$586K	Buy	18,432 +1,050	+6%	+$35.8K	0.14%	138
2026 Q2	$590K	Sell	17,382 -9,134	-34%	-$357K	0.14%	135
2026 Q1	$1.03M	Buy	26,516 +418	+2%	+$14.5K	0.28%	100
2025 Q4	$738K	Sell	26,098 -3,483	-12%	-$92K	0.2%	119
2025 Q3	$728K	Buy	29,581 +942	+3%	+$20.8K	0.2%	125
2025 Q2	$584K	Sell	28,639 -185	-0.6%	-$3.88K	0.18%	133
2025 Q1	$731K	Buy	+28,824	New	+$758K	0.2%	136
2023 Q4	–	Sell	-18,483	Closed	-$749K	–	438
2023 Q3	$749K	Sell	18,483 -2,263	-11%	-$88.6K	0.23%	113
2023 Q2	$684K	Buy	+20,746	New	+$655K	0.2%	122
2020 Q2	–	Sell	-13	Closed	–	–	395
2020 Q1	$0	Buy	+13	New	+$226	﹤0.01%	807

Other funds holding HAL

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

EPG Wealth Management increased its Halliburton (HAL) stake by 6% in Q3 2026, buying an estimated $35.8K and bringing the position to 18,432 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #138.

EPG Wealth Management first reported a position in HAL in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 501 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

EPG Wealth Management held 18,432 shares of Halliburton worth $586K as of Q3 2026.
EPG Wealth Management bought 1,050 Halliburton shares in Q3 2026, an estimated $35.8K.
Halliburton made up 0.14% of EPG Wealth Management's portfolio in Q3 2026, its #138 holding.
EPG Wealth Management first reported a position in Halliburton in Q1 2020 and has held it in 10 quarters since.
EPG Wealth Management's Halliburton position peaked at $1.03M in Q1 2026.
501 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.