Evoke Wealth’s Halliburton HAL Stock Holding History

Evoke Wealth’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	$454K	Buy	11,637 +702	+6%	+$24.3K	0.01%	430
2025 Q4	$309K	Buy	+10,935	New	+$289K	0.01%	512
2025 Q3	–	Sell	-11,454	Closed	-$233K	–	666
2025 Q2	$233K	Buy	+11,454	New	+$240K	0.01%	523
2022 Q4	–	Sell	-657	Closed	-$16K	–	697
2022 Q3	$16K	Sell	657 -1,312	-67%	-$37.5K	﹤0.01%	676
2022 Q2	$62K	Buy	1,969 +1,485	+307%	+$55.4K	﹤0.01%	481
2022 Q1	$18K	Hold	484	–	–	﹤0.01%	670
2021 Q4	$11K	Hold	484	–	–	﹤0.01%	777
2021 Q3	$10K	Hold	484	–	–	﹤0.01%	744
2021 Q2	$11K	Sell	484 -218	-31%	-$4.84K	﹤0.01%	737
2021 Q1	$15K	Buy	702 +219	+45%	+$4.58K	﹤0.01%	630
2020 Q4	$9K	Buy	+483	New	+$7.5K	﹤0.01%	610
2020 Q2	–	Sell	-75	Closed	-$516	–	1117
2020 Q1	$516	Sell	75 -4,654	-98%	-$81K	﹤0.01%	1014
2019 Q4	$116K	Buy	4,729 +230	+5%	+$4.85K	0.01%	307
2019 Q3	$84.8K	Buy	+4,499	New	+$93.1K	0.01%	397

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evoke Wealth's HAL Position: Q1 2026 in Review

Evoke Wealth increased its Halliburton (HAL) stake by 6.4% in Q1 2026, buying an estimated $24.3K and bringing the position to 11,637 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #430.

Evoke Wealth first reported a position in HAL in Q3 2019 and has held it in 14 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Evoke Wealth held 11,637 shares of Halliburton worth $454K as of Q1 2026.
Evoke Wealth bought 702 Halliburton shares in Q1 2026, an estimated $24.3K.
Halliburton made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #430 holding.
Evoke Wealth first reported a position in Halliburton in Q3 2019 and has held it in 14 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.