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Evelyn Partners Asset Management’s Halliburton HAL Stock Holding History

Evelyn Partners Asset 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
Q1 		$1.72K Hold
44
– – ﹤0.01% 303
2025
Q4 		$1.24K Hold
44
– – ﹤0.01% 283
2025
Q3 		$1.08K Hold
44
– – ﹤0.01% 279
2025
Q2 		$897 Hold
44
– – ﹤0.01% 235
2025
Q1 		$1.12K Hold
44
– – ﹤0.01% 246
2024
Q4 		$1.2K Buy
+44
New +$1.29K ﹤0.01% 243

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

Evelyn Partners Asset Management's HAL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Halliburton (HAL) position steady in Q1 2026 at 44 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Evelyn Partners Asset Management first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Evelyn Partners Asset Management held 44 shares of Halliburton worth $1.72K as of Q1 2026.
  • Evelyn Partners Asset Management left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #303 holding.
  • Evelyn Partners Asset Management first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.