Evergreen Capital Management’s Halliburton HAL Stock Holding History

Evergreen Capital 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 Q2	$261K	Buy	7,698 +378	+5%	+$14.8K	﹤0.01%	1303
2026 Q1	$285K	Buy	+7,320	New	+$253K	0.01%	1155
2020 Q1	–	Sell	-8,502	Closed	-$208K	–	433
2019 Q4	$208K	Buy	+8,502	New	+$179K	0.02%	432
2019 Q2	–	Sell	-7,652	Closed	-$224K	–	453
2019 Q1	$224K	Sell	7,652 -519	-6%	-$15.7K	0.02%	338
2018 Q4	$217K	Buy	+8,171	New	+$276K	0.02%	330
2014 Q2	–	Sell	-3,945	Closed	-$232K	–	102
2014 Q1	$232K	Sell	3,945 -59,207	-94%	-$3.16M	0.05%	92
2013 Q4	$3.21M	Sell	63,152 -980	-2%	-$50.7K	0.58%	59
2013 Q3	$3.09M	Sell	64,132 -1,066	-2%	-$49.9K	0.5%	66
2013 Q2	$2.72M	Buy	+65,198	New	+$2.73M	0.42%	72

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evergreen Capital Management's HAL Position: Q2 2026 in Review

Evergreen Capital Management increased its Halliburton (HAL) stake by 5.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,698 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Evergreen Capital Management first reported a position in HAL in Q2 2013 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2013. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Evergreen Capital Management held 7,698 shares of Halliburton worth $261K as of Q2 2026.
Evergreen Capital Management bought 378 Halliburton shares in Q2 2026, an estimated $14.8K.
Halliburton made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1303 holding.
Evergreen Capital Management first reported a position in Halliburton in Q2 2013 and has held it in 9 quarters since.
Evergreen Capital Management's Halliburton position peaked at $3.21M in Q4 2013.
1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.