HWA
HAL icon

Heritage Wealth Advisors’s Halliburton HAL Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-400
Closed -$15.6K – 709
2026
Q1 		$15.6K Buy
+400
New +$13.8K ﹤0.01% 474
2025
Q1 		– Sell
-19
Closed -$517 – 611
2024
Q4 		$517 Buy
19
+3
+19% +$88 ﹤0.01% 596
2024
Q3 		$465 Buy
+16
New +$504 ﹤0.01% 593
2021
Q3 		– Sell
-20
Closed -$462 – 551
2021
Q2 		$462 Hold
20
– – ﹤0.01% 546
2021
Q1 		$429 Hold
20
– – ﹤0.01% 552
2020
Q4 		$0 Buy
+20
New +$310 ﹤0.01% 550
2019
Q2 		– Sell
-99
Closed -$2.9K – 465
2019
Q1 		$2.9K Hold
99
– – ﹤0.01% 403
2018
Q4 		$2K Hold
99
– – ﹤0.01% 358
2018
Q3 		$4K Buy
+99
New +$4.1K ﹤0.01% 336

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Heritage Wealth Advisors's HAL Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Halliburton (HAL) in Q2 2026, closing a stake of 400 shares — an estimated $15.6K sold.

Heritage Wealth Advisors first reported a position in HAL in Q3 2018 and held it in 9 quarters. The position peaked at $15.6K in Q1 2026. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 400 Halliburton shares in Q2 2026, an estimated $15.6K.
  • Heritage Wealth Advisors first reported a position in Halliburton in Q3 2018 and held it in 9 quarters.
  • Heritage Wealth Advisors's Halliburton position peaked at $15.6K in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.