Gilliland Jeter Wealth Management’s Halliburton HAL Stock Holding History

Gilliland Jeter Wealth Management’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	$236K	Sell	6,060 -1,040	-15%	-$36K	0.07%	169
2025 Q4	$201K	Buy	+7,100	New	+$187K	0.06%	172
2025 Q2	–	Sell	-26,255	Closed	-$666K	–	182
2025 Q1	$666K	Sell	26,255 -1,782	-6%	-$46.9K	0.24%	91
2024 Q4	$762K	Buy	28,037 +7,145	+34%	+$209K	0.26%	85
2024 Q3	$607K	Buy	20,892 +8,992	+76%	+$284K	0.2%	98
2024 Q2	$402K	Buy	11,900 +25	+0.2%	+$923	0.14%	119
2024 Q1	$468K	Buy	11,875 +123	+1%	+$4.41K	0.16%	115
2023 Q4	$425K	Buy	+11,752	New	+$452K	0.18%	111

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

Gilliland Jeter Wealth Management's HAL Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Halliburton (HAL) stake by 15% in Q1 2026, selling an estimated $36K and leaving 6,060 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #169.

Gilliland Jeter Wealth Management first reported a position in HAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $762K in Q4 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Gilliland Jeter Wealth Management held 6,060 shares of Halliburton worth $236K as of Q1 2026.
Gilliland Jeter Wealth Management sold 1,040 Halliburton shares in Q1 2026, an estimated $36K.
Halliburton made up 0.07% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #169 holding.
Gilliland Jeter Wealth Management first reported a position in Halliburton in Q4 2023 and has held it in 8 quarters since.
Gilliland Jeter Wealth Management's Halliburton position peaked at $762K in Q4 2024.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.