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 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 $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

Great Valley Advisor Group's HAL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Halliburton (HAL) stake by 9% in Q1 2026, buying an estimated $26K and bringing the position to 9,092 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #769.

Great Valley Advisor Group first reported a position in HAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q1 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Great Valley Advisor Group held 9,092 shares of Halliburton worth $355K as of Q1 2026.
Great Valley Advisor Group bought 751 Halliburton shares in Q1 2026, an estimated $26K.
Halliburton made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #769 holding.
Great Valley Advisor Group first reported a position in Halliburton in Q1 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's Halliburton position peaked at $3.86M in Q1 2025.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.