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Ethos Financial Group’s Halliburton HAL Stock Holding History

Ethos Financial 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 		$990K Buy
25,401
+9,136
+56% +$316K 0.07% 200
2025
Q4 		$460K Buy
+16,265
New +$429K 0.03% 307
2025
Q1 		– Sell
-2,253
Closed -$61.3K – 468
2024
Q4 		$61.3K Buy
+2,253
New +$65.9K 0.01% 337

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ethos Financial Group's HAL Position: Q1 2026 in Review

Ethos Financial Group increased its Halliburton (HAL) stake by 56% in Q1 2026, buying an estimated $316K and bringing the position to 25,401 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #200.

Ethos Financial Group first reported a position in HAL in Q4 2024 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Ethos Financial Group held 25,401 shares of Halliburton worth $990K as of Q1 2026.
  • Ethos Financial Group bought 9,136 Halliburton shares in Q1 2026, an estimated $316K.
  • Halliburton made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #200 holding.
  • Ethos Financial Group first reported a position in Halliburton in Q4 2024 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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