EWA
HAL icon

EverSource Wealth Advisors’s Halliburton HAL Stock Holding History

EverSource Wealth Advisors’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 		$1.75M Sell
51,400
-6,389
-11% -$250K 0.06% 243
2026
Q1 		$2.25M Buy
57,789
+10,593
+22% +$367K 0.07% 205
2025
Q4 		$1.33M Sell
47,196
-1,174
-2% -$31K 0.05% 272
2025
Q3 		$1.19M Sell
48,370
-2,319
-5% -$51.3K 0.05% 273
2025
Q2 		$1.03M Buy
50,689
+12,850
+34% +$270K 0.05% 268
2025
Q1 		$960K Buy
37,839
+1,227
+3% +$32.3K 0.05% 254
2024
Q4 		$995K Buy
36,612
+573
+2% +$16.8K 0.06% 247
2024
Q3 		$1.05M Sell
36,039
-847
-2% -$26.7K 0.07% 214
2024
Q2 		$1.28M Sell
36,886
-70
-0.2% -$2.58K 0.09% 181
2024
Q1 		$1.38M Buy
36,956
+28,137
+319% +$1.01M 0.11% 150
2023
Q4 		$319K Sell
8,819
-556
-6% -$21.4K 0.03% 327
2023
Q3 		$380K Sell
9,375
-505
-5% -$19.8K 0.04% 261
2023
Q2 		$326K Sell
9,880
-2,791
-22% -$88.2K 0.04% 290
2023
Q1 		$401K Sell
12,671
-583
-4% -$21.6K 0.05% 249
2022
Q4 		$522K Buy
13,254
+208
+2% +$7.36K 0.08% 192
2022
Q3 		$321K Buy
13,046
+8,131
+165% +$233K 0.07% 233
2022
Q2 		$154K Sell
4,915
-32
-0.6% -$1.19K 0.04% 292
2022
Q1 		$187K Buy
4,947
+1
+0% +$32 0.05% 259
2021
Q4 		$114K Buy
+4,946
New +$117K 0.03% 288

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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

EverSource Wealth Advisors's HAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Halliburton (HAL) stake by 11% in Q2 2026, selling an estimated $250K and leaving 51,400 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #243.

EverSource Wealth Advisors first reported a position in HAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q1 2026. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • EverSource Wealth Advisors held 51,400 shares of Halliburton worth $1.75M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,389 Halliburton shares in Q2 2026, an estimated $250K.
  • Halliburton made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • EverSource Wealth Advisors first reported a position in Halliburton in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Halliburton position peaked at $2.25M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.