Great Valley Advisor Group’s Halliburton HAL Stock Holding History

Great Valley Advisor 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 Q2	$317K	Buy	9,330 +238	+3%	+$9.3K	0.01%	837
2026 Q1	$355K	Buy	9,092 +751	+9%	+$26K	0.01%	769
2025 Q4	$236K	Buy	+8,341	New	+$220K	﹤0.01%	846
2025 Q2	–	Sell	-152,085	Closed	-$3.86M	–	918
2025 Q1	$3.86M	Buy	152,085 +25,650	+20%	+$674K	0.08%	213
2024 Q4	$3.44M	Buy	126,435 +18,549	+17%	+$542K	0.08%	235
2024 Q3	$3.13M	Buy	107,886 +10,575	+11%	+$333K	0.08%	248
2024 Q2	$3.29M	Buy	97,311 +17,053	+21%	+$629K	0.09%	221
2024 Q1	$3.16M	Buy	80,258 +4,106	+5%	+$147K	0.1%	211
2023 Q4	$2.75M	Buy	76,152 +4,076	+6%	+$157K	0.1%	197
2023 Q3	$2.92M	Buy	72,076 +4,868	+7%	+$191K	0.12%	181
2023 Q2	$2.22M	Buy	67,208 +59,820	+810%	+$1.89M	0.09%	208
2023 Q1	$234K	Buy	+7,388	New	+$274K	0.01%	612

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Great Valley Advisor Group's HAL Position: Q2 2026 in Review

Great Valley Advisor Group increased its Halliburton (HAL) stake by 2.6% in Q2 2026, buying an estimated $9.3K and bringing the position to 9,330 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #837.

Great Valley Advisor Group first reported a position in HAL in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.86M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Great Valley Advisor Group held 9,330 shares of Halliburton worth $317K as of Q2 2026.
Great Valley Advisor Group bought 238 Halliburton shares in Q2 2026, an estimated $9.3K.
Halliburton made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #837 holding.
Great Valley Advisor Group first reported a position in Halliburton in Q1 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's Halliburton position peaked at $3.86M in Q1 2025.
1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.