HSA
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HBK Sorce Advisory’s Halliburton HAL Stock Holding History

HBK Sorce 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
Q1 		$244K Sell
6,114
-153
-2% -$5.29K ﹤0.01% 546
2025
Q4 		$219K Buy
+6,267
New +$165K 0.01% 563
2023
Q1 		– Sell
-9,416
Closed -$371K – 706
2022
Q4 		$371K Buy
+9,416
New +$333K 0.01% 490
2018
Q4 		– Sell
-9,031
Closed -$366K – 401
2018
Q3 		$366K Buy
9,031
+1,866
+26% +$77.2K 0.04% 265
2018
Q2 		$323K Sell
7,165
-932
-12% -$46.4K 0.04% 293
2018
Q1 		$380K Buy
8,097
+1,373
+20% +$67.8K 0.05% 252
2017
Q4 		$329K Buy
6,724
+478
+8% +$21.1K 0.04% 294
2017
Q3 		$287K Sell
6,246
-449
-7% -$18.8K 0.04% 251
2017
Q2 		$286K Buy
+6,695
New +$307K 0.05% 246
2017
Q1 		– Sell
-6,365
Closed -$342K – 355
2016
Q4 		$344K Buy
6,365
+95
+2% +$4.74K 0.06% 203
2016
Q3 		$281K Buy
6,270
+82
+1% +$3.58K 0.06% 227
2016
Q2 		$280K Sell
6,188
-659
-10% -$27.1K 0.06% 212
2016
Q1 		$245K Buy
6,847
+547
+9% +$17.9K 0.06% 211
2015
Q4 		$214K Buy
6,300
+129
+2% +$4.87K 0.06% 192
2015
Q3 		$218K Buy
6,171
+490
+9% +$19.3K 0.07% 176
2015
Q2 		$245K Sell
5,681
-210
-4% -$9.68K 0.08% 166
2015
Q1 		$258K Buy
5,891
+496
+9% +$20.7K 0.09% 153
2014
Q4 		$212K Sell
5,395
-2,539
-32% -$124K 0.07% 186
2014
Q3 		$512K Sell
7,934
-130
-2% -$8.91K 0.19% 83
2014
Q2 		$573K Buy
8,064
+1,667
+26% +$107K 0.2% 76
2014
Q1 		$377K Buy
6,397
+19
+0.3% +$1.01K 0.14% 103
2013
Q4 		$324K Sell
6,378
-16
-0.3% -$827 0.12% 113
2013
Q3 		$308K Sell
6,394
-6,344
-50% -$297K 0.13% 116
2013
Q2 		$532K Buy
+12,738
New +$532K 0.11% 127

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HBK Sorce Advisory's HAL Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Halliburton (HAL) stake by 2.4% in Q1 2026, selling an estimated $5.29K and leaving 6,114 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

HBK Sorce Advisory first reported a position in HAL in Q2 2013 and has held it in 24 quarters since. The position peaked at $573K in Q2 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • HBK Sorce Advisory held 6,114 shares of Halliburton worth $244K as of Q1 2026.
  • HBK Sorce Advisory sold 153 Halliburton shares in Q1 2026, an estimated $5.29K.
  • Halliburton made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #546 holding.
  • HBK Sorce Advisory first reported a position in Halliburton in Q2 2013 and has held it in 24 quarters since.
  • HBK Sorce Advisory's Halliburton position peaked at $573K in Q2 2014.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.