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Exencial Wealth Advisors’s Halliburton HAL Stock Holding History

Exencial 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
Q1 		$278K Buy
+7,119
New +$246K 0.01% 496
2022
Q2 		– Sell
-6,250
Closed -$237K – 438
2022
Q1 		$237K Buy
+6,250
New +$202K 0.01% 398
2018
Q3 		– Sell
-4,449
Closed -$200K – 195
2018
Q2 		$200K Buy
+4,449
New +$222K 0.06% 178

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Exencial Wealth Advisors's HAL Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Halliburton (HAL) in Q1 2026: 7,119 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in HAL as recently as Q1 2022.

Exencial Wealth Advisors first reported a position in HAL in Q2 2018 and has held it in 3 quarters since. 1,202 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Exencial Wealth Advisors held 7,119 shares of Halliburton worth $278K as of Q1 2026.
  • Halliburton was a new Exencial Wealth Advisors position in Q1 2026.
  • Halliburton made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #496 holding.
  • Exencial Wealth Advisors first reported a position in Halliburton in Q2 2018 and has held it in 3 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.