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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
Q2 		$380K Sell
12,174
-13,227
-52% -$517K 0.03% 428
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ethos Financial Group's HAL Position: Q2 2026 in Review

Ethos Financial Group reduced its Halliburton (HAL) stake by 52% in Q2 2026, selling an estimated $517K and leaving 12,174 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #428.

Ethos Financial Group first reported a position in HAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $990K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Ethos Financial Group held 12,174 shares of Halliburton worth $380K as of Q2 2026.
  • Ethos Financial Group sold 13,227 Halliburton shares in Q2 2026, an estimated $517K.
  • Halliburton made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #428 holding.
  • Ethos Financial Group first reported a position in Halliburton in Q4 2024 and has held it in 4 quarters since.
  • Ethos Financial Group's Halliburton position peaked at $990K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.