Gendell Jeffrey L’s Halliburton HAL Stock Holding History

Gendell Jeffrey L’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	$38.1M	Buy	977,489 +56,389	+6%	+$1.95M	0.52%	21
2025 Q4	$26M	Buy	+921,100	New	+$24.3M	0.45%	25
2025 Q2	–	Sell	-627,149	Closed	-$15.9M	–	82
2025 Q1	$15.9M	Sell	627,149 -707,054	-53%	-$18.6M	0.69%	10
2024 Q4	$36.3M	Sell	1,334,203 -475,679	-26%	-$13.9M	1.14%	9
2024 Q3	$52.6M	Sell	1,809,882 -147,706	-8%	-$4.66M	1.65%	5
2024 Q2	$66.1M	Buy	1,957,588 +510,513	+35%	+$18.8M	2.31%	8
2024 Q1	$57M	Buy	1,447,075 +835,000	+136%	+$29.9M	2.2%	7
2023 Q4	$22.1M	Buy	612,075 +232,075	+61%	+$8.92M	1.2%	11
2023 Q3	$15.4M	Buy	+380,000	New	+$14.9M	0.88%	17
2015 Q1	–	Sell	-103,390	Closed	-$4.07M	–	62
2014 Q4	$4.07M	Buy	+103,390	New	+$5.03M	0.68%	32
2013 Q4	–	Sell	-18,367	Closed	-$884K	–	51
2013 Q3	$884K	Sell	18,367 -41,785	-69%	-$1.96M	0.13%	40
2013 Q2	$2.51M	Buy	+60,152	New	+$2.51M	0.47%	36

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

Gendell Jeffrey L's HAL Position: Q1 2026 in Review

Gendell Jeffrey L increased its Halliburton (HAL) stake by 6.1% in Q1 2026, buying an estimated $1.95M and bringing the position to 977,489 shares worth $38.1M. The position accounts for 0.52% of the portfolio, ranked #21.

Gendell Jeffrey L first reported a position in HAL in Q2 2013 and has held it in 12 quarters since. The position peaked at $66.1M in Q2 2024. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Gendell Jeffrey L held 977,489 shares of Halliburton worth $38.1M as of Q1 2026.
Gendell Jeffrey L bought 56,389 Halliburton shares in Q1 2026, an estimated $1.95M.
Halliburton made up 0.52% of Gendell Jeffrey L's portfolio in Q1 2026, its #21 holding.
Gendell Jeffrey L first reported a position in Halliburton in Q2 2013 and has held it in 12 quarters since.
Gendell Jeffrey L's Halliburton position peaked at $66.1M in Q2 2024.
1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.