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Everhart Financial Group’s Halliburton HAL Stock Holding History

Everhart 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 		$903K Sell
26,604
-3,063
-10% -$120K 0.06% 193
2026
Q1 		$1.16M Buy
29,667
+3,252
+12% +$113K 0.1% 141
2025
Q4 		$746K Buy
26,415
+3,991
+18% +$105K 0.07% 203
2025
Q3 		$552K Buy
22,424
+4,320
+24% +$95.6K 0.06% 233
2025
Q2 		$369K Buy
18,104
+4,444
+33% +$93.2K 0.04% 269
2025
Q1 		$347K Buy
13,660
+5,734
+72% +$151K 0.05% 264
2024
Q4 		$216K Sell
7,926
-498
-6% -$14.6K 0.04% 298
2024
Q3 		$245K Sell
8,424
-862
-9% -$27.2K 0.05% 290
2024
Q2 		$314K Buy
9,286
+1,675
+22% +$61.8K 0.08% 219
2024
Q1 		$300K Buy
+7,611
New +$273K 0.09% 213
2023
Q4 		– Sell
-5,253
Closed -$213K – 245
2023
Q3 		$213K Buy
+5,253
New +$206K 0.09% 196

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

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

Everhart Financial Group reduced its Halliburton (HAL) stake by 10% in Q2 2026, selling an estimated $120K and leaving 26,604 shares worth $903K. The position accounts for 0.06% of the portfolio, ranked #193.

Everhart Financial Group first reported a position in HAL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 209 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Everhart Financial Group held 26,604 shares of Halliburton worth $903K as of Q2 2026.
  • Everhart Financial Group sold 3,063 Halliburton shares in Q2 2026, an estimated $120K.
  • Halliburton made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #193 holding.
  • Everhart Financial Group first reported a position in Halliburton in Q3 2023 and has held it in 11 quarters since.
  • Everhart Financial Group's Halliburton position peaked at $1.16M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.