GoalVest Advisory’s Halliburton HAL Stock Holding History

GoalVest Advisory’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	$45.4K	Buy	1,337 +99	+8%	+$3.87K	0.01%	218
2026 Q1	$48.3K	Hold	1,238	–	–	0.01%	229
2025 Q4	$35K	Buy	+1,238	New	+$32.7K	0.01%	277
2025 Q2	–	Sell	-4	Closed	-$101	–	434
2025 Q1	$101	Sell	4 -156	-98%	-$4.1K	﹤0.01%	498
2024 Q4	$4.35K	Buy	+160	New	+$4.68K	﹤0.01%	311
2023 Q3	–	Sell	-41	Closed	-$1.35K	–	477
2023 Q2	$1.35K	Hold	41	–	–	﹤0.01%	355
2023 Q1	$1.3K	Hold	41	–	–	﹤0.01%	231
2022 Q4	$1.61K	Hold	41	–	–	﹤0.01%	220
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	245
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	292
2022 Q1	$2K	Buy	+41	New	+$1.33K	﹤0.01%	292

Other funds holding HAL

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

GoalVest Advisory's HAL Position: Q2 2026 in Review

GoalVest Advisory increased its Halliburton (HAL) stake by 8% in Q2 2026, buying an estimated $3.87K and bringing the position to 1,337 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #218.

GoalVest Advisory first reported a position in HAL in Q1 2022 and has held it in 11 quarters since. The position peaked at $48.3K in Q1 2026. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

GoalVest Advisory held 1,337 shares of Halliburton worth $45.4K as of Q2 2026.
GoalVest Advisory bought 99 Halliburton shares in Q2 2026, an estimated $3.87K.
Halliburton made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #218 holding.
GoalVest Advisory first reported a position in Halliburton in Q1 2022 and has held it in 11 quarters since.
GoalVest Advisory's Halliburton position peaked at $48.3K in Q1 2026.
298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.