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Evolve Private Wealth’s Halliburton HAL Stock Holding History

Evolve Private 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
Q2 		$721K Sell
21,228
-1,878
-8% -$73.4K 0.04% 385
2026
Q1 		$901K Buy
23,106
+1,881
+9% +$65.1K 0.05% 363
2025
Q4 		$600K Buy
+21,225
New +$560K 0.04% 462

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evolve Private Wealth's HAL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Halliburton (HAL) stake by 8.1% in Q2 2026, selling an estimated $73.4K and leaving 21,228 shares worth $721K. The position accounts for 0.04% of the portfolio, ranked #385.

Evolve Private Wealth first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $901K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Evolve Private Wealth held 21,228 shares of Halliburton worth $721K as of Q2 2026.
  • Evolve Private Wealth sold 1,878 Halliburton shares in Q2 2026, an estimated $73.4K.
  • Halliburton made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #385 holding.
  • Evolve Private Wealth first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Halliburton position peaked at $901K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.