GWAG
HAL icon

Garrett Wealth Advisory Group’s Halliburton HAL Stock Holding History

Garrett Wealth Advisory Group’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 		$386K Buy
9,894
+1,261
+15% +$43.6K 0.07% 88
2025
Q4 		$244K Sell
8,633
-324
-4% -$8.55K 0.05% 105
2025
Q3 		$220K Buy
+8,957
New +$198K 0.04% 110
2019
Q4 		– Sell
-221
Closed -$4.17K – 291
2019
Q3 		$4.17K Buy
+221
New +$4.57K ﹤0.01% 401

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's HAL Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Halliburton (HAL) stake by 15% in Q1 2026, buying an estimated $43.6K and bringing the position to 9,894 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #88.

Garrett Wealth Advisory Group first reported a position in HAL in Q3 2019 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Garrett Wealth Advisory Group held 9,894 shares of Halliburton worth $386K as of Q1 2026.
  • Garrett Wealth Advisory Group bought 1,261 Halliburton shares in Q1 2026, an estimated $43.6K.
  • Halliburton made up 0.07% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #88 holding.
  • Garrett Wealth Advisory Group first reported a position in Halliburton in Q3 2019 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.