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 Q3	$39.4K	Sell	1,238 -99	-7%	-$3.38K	0.01%	250
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GoalVest Advisory's HAL Position: Q3 2026 in Review

GoalVest Advisory reduced its Halliburton (HAL) stake by 7.4% in Q3 2026, selling an estimated $3.38K and leaving 1,238 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #250.

GoalVest Advisory first reported a position in HAL in Q1 2022 and has held it in 12 quarters since. The position peaked at $48.3K in Q1 2026. 37 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

GoalVest Advisory held 1,238 shares of Halliburton worth $39.4K as of Q3 2026.
GoalVest Advisory sold 99 Halliburton shares in Q3 2026, an estimated $3.38K.
Halliburton made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #250 holding.
GoalVest Advisory first reported a position in Halliburton in Q1 2022 and has held it in 12 quarters since.
GoalVest Advisory's Halliburton position peaked at $48.3K in Q1 2026.
37 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.