Guinness Atkinson Asset Management’s Halliburton HAL Stock Holding History

Guinness Atkinson Asset 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	$467K	Buy	11,972 +901	+8%	+$31.2K	0.23%	70
2025 Q4	$312K	Buy	11,071 +1,262	+13%	+$33.3K	0.15%	78
2025 Q3	$245K	Hold	9,809	–	–	0.12%	85
2025 Q2	$200K	Hold	9,809	–	–	0.1%	76
2025 Q1	$249K	Sell	9,809 -476	-5%	-$12.5K	0.14%	75
2024 Q4	$280K	Sell	10,285 -26	-0.3%	-$760	0.14%	75
2024 Q3	$300K	Sell	10,311 -536	-5%	-$16.9K	0.15%	74
2024 Q2	$366K	Buy	10,847 +330	+3%	+$12.2K	0.18%	70
2024 Q1	$415K	Sell	10,517 -944	-8%	-$33.8K	0.19%	69
2023 Q4	$414K	Sell	11,461 -608	-5%	-$23.4K	0.21%	70
2023 Q3	$489K	Sell	12,069 -517	-4%	-$20.3K	0.27%	65
2023 Q2	$415K	Buy	12,586 +5,343	+74%	+$169K	0.22%	75
2023 Q1	$229K	Sell	7,243 -244	-3%	-$9.04K	0.13%	85
2022 Q4	$295K	Sell	7,487 -846	-10%	-$29.9K	0.19%	80
2022 Q3	$205K	Sell	8,333 -506	-6%	-$14.5K	0.13%	84
2022 Q2	$277K	Buy	8,839 +1,488	+20%	+$55.5K	0.16%	81
2022 Q1	$278K	Buy	+7,351	New	+$238K	0.13%	78
2020 Q1	–	Sell	-23,800	Closed	-$582K	–	82
2019 Q4	$582K	Hold	23,800	–	–	0.41%	32
2019 Q3	$449K	Hold	23,800	–	–	0.35%	37
2019 Q2	$541K	Hold	23,800	–	–	0.4%	36
2019 Q1	$697K	Hold	23,800	–	–	0.52%	35
2018 Q4	$633K	Hold	23,800	–	–	0.54%	31
2018 Q3	$965K	Hold	23,800	–	–	0.62%	35
2018 Q2	$1.07M	Buy	23,800 +3,700	+18%	+$184K	0.6%	35
2018 Q1	$943K	Sell	20,100 -3,700	-16%	-$183K	0.58%	28
2017 Q4	$1.16M	Sell	23,800 -2,800	-11%	-$123K	0.71%	22
2017 Q3	$1.22M	Hold	26,600	–	–	0.77%	32
2017 Q2	$1.14M	Hold	26,600	–	–	0.74%	32
2017 Q1	$1.31M	Sell	26,600 -5,600	-17%	-$301K	0.87%	34
2016 Q4	$1.74M	Sell	32,200 -6,300	-16%	-$314K	1.18%	28
2016 Q3	$1.73M	Hold	38,500	–	–	1.07%	25
2016 Q2	$1.74M	Sell	38,500 -4,400	-10%	-$181K	1.09%	27
2016 Q1	$1.53M	Sell	42,900 -2,000	-4%	-$65.3K	0.95%	32
2015 Q4	$1.53M	Hold	44,900	–	–	0.89%	36
2015 Q3	$1.59M	Sell	44,900 -5,900	-12%	-$232K	1.01%	34
2015 Q2	$2.19M	Hold	50,800	–	–	1.01%	30
2015 Q1	$2.23M	Hold	50,800	–	–	1%	31
2014 Q4	$2M	Hold	50,800	–	–	1.16%	38
2014 Q3	$3.28M	Sell	50,800 -100	-0.2%	-$6.86K	1.85%	29
2014 Q2	$3.61M	Buy	50,900 +7,600	+18%	+$487K	2.68%	4
2014 Q1	$2.55M	Hold	43,300	–	–	2.55%	8
2013 Q4	$2.2M	Sell	43,300 -4,600	-10%	-$238K	2.17%	15
2013 Q3	$2.31M	Sell	47,900 -10,200	-18%	-$478K	2.22%	12
2013 Q2	$2.42M	Buy	+58,100	New	+$2.43M	2.56%	9

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

Guinness Atkinson Asset Management's HAL Position: Q1 2026 in Review

Guinness Atkinson Asset Management increased its Halliburton (HAL) stake by 8.1% in Q1 2026, buying an estimated $31.2K and bringing the position to 11,972 shares worth $467K. The position accounts for 0.23% of the portfolio, ranked #70.

Guinness Atkinson Asset Management first reported a position in HAL in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.61M in Q2 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Guinness Atkinson Asset Management held 11,972 shares of Halliburton worth $467K as of Q1 2026.
Guinness Atkinson Asset Management bought 901 Halliburton shares in Q1 2026, an estimated $31.2K.
Halliburton made up 0.23% of Guinness Atkinson Asset Management's portfolio in Q1 2026, its #70 holding.
Guinness Atkinson Asset Management first reported a position in Halliburton in Q2 2013 and has held it in 44 quarters since.
Guinness Atkinson Asset Management's Halliburton position peaked at $3.61M in Q2 2014.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.