EWM
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Evermay Wealth Management’s Halliburton HAL Stock Holding History

Evermay Wealth 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 		$30.3K Hold
778
– – ﹤0.01% 352
2025
Q4 		$22K Hold
778
– – ﹤0.01% 377
2025
Q3 		$19.1K Hold
778
– – ﹤0.01% 396
2025
Q2 		$15.9K Hold
778
– – ﹤0.01% 408
2025
Q1 		$19.7K Buy
+778
New +$20.5K ﹤0.01% 389
2024
Q1 		– Sell
-10
Closed -$362 – 663
2023
Q4 		$362 Buy
+10
New +$384 ﹤0.01% 607
2021
Q3 		– Sell
-2,400
Closed -$55K – 490
2021
Q2 		$55K Buy
+2,400
New +$53.3K 0.01% 273

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

Evermay Wealth Management's HAL Position: Q1 2026 in Review

Evermay Wealth Management held its Halliburton (HAL) position steady in Q1 2026 at 778 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Evermay Wealth Management first reported a position in HAL in Q2 2021 and has held it in 7 quarters since. The position peaked at $55K in Q2 2021. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Evermay Wealth Management held 778 shares of Halliburton worth $30.3K as of Q1 2026.
  • Evermay Wealth Management left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Evermay Wealth Management first reported a position in Halliburton in Q2 2021 and has held it in 7 quarters since.
  • Evermay Wealth Management's Halliburton position peaked at $55K in Q2 2021.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.