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 Q3	$24.7K	Hold	778	–	–	﹤0.01%	418
2026 Q2	$26.4K	Hold	778	–	–	﹤0.01%	422
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evermay Wealth Management's HAL Position: Q3 2026 in Review

Evermay Wealth Management held its Halliburton (HAL) position steady in Q3 2026 at 778 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Evermay Wealth Management first reported a position in HAL in Q2 2021 and has held it in 9 quarters since. The position peaked at $55K in Q2 2021. 882 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Evermay Wealth Management held 778 shares of Halliburton worth $24.7K as of Q3 2026.
Evermay Wealth Management left its Halliburton share count unchanged in Q3 2026.
Halliburton made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #418 holding.
Evermay Wealth Management first reported a position in Halliburton in Q2 2021 and has held it in 9 quarters since.
Evermay Wealth Management's Halliburton position peaked at $55K in Q2 2021.
882 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.