IAA
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Independent Advisor Alliance’s Halliburton HAL Stock Holding History

Independent Advisor Alliance’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 		$424K Sell
10,886
-4,712
-30% -$163K ﹤0.01% 1182
2025
Q4 		$441K Buy
+15,598
New +$412K 0.01% 687
2025
Q1 		– Sell
-10,625
Closed -$289K – 1041
2024
Q4 		$289K Buy
10,625
+2,390
+29% +$69.9K ﹤0.01% 1156
2024
Q3 		$239K Sell
8,235
-1,203
-13% -$37.9K 0.01% 618
2024
Q2 		$319K Sell
9,438
-1,423
-13% -$52.5K 0.01% 560
2024
Q1 		$428K Sell
10,861
-7,742
-42% -$277K 0.02% 486
2023
Q4 		$673K Sell
18,603
-12,596
-40% -$484K 0.02% 374
2023
Q3 		$1.26M Sell
31,199
-2,871
-8% -$112K 0.06% 261
2023
Q2 		$1.12M Sell
34,070
-908
-3% -$28.7K 0.05% 286
2023
Q1 		$1.11M Sell
34,978
-2,258
-6% -$83.6K 0.05% 280
2022
Q4 		$1.47K Buy
37,236
+4,840
+15% +$171K ﹤0.01% 275
2022
Q3 		$798K Sell
32,396
-8,132
-20% -$233K 0.05% 284
2022
Q2 		$1.27M Buy
40,528
+21,925
+118% +$817K 0.07% 227
2022
Q1 		$705K Buy
+18,603
New +$602K 0.03% 330

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

Independent Advisor Alliance's HAL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Halliburton (HAL) stake by 30% in Q1 2026, selling an estimated $163K and leaving 10,886 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Independent Advisor Alliance first reported a position in HAL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q2 2022. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Independent Advisor Alliance held 10,886 shares of Halliburton worth $424K as of Q1 2026.
  • Independent Advisor Alliance sold 4,712 Halliburton shares in Q1 2026, an estimated $163K.
  • Halliburton made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1182 holding.
  • Independent Advisor Alliance first reported a position in Halliburton in Q1 2022 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Halliburton position peaked at $1.27M in Q2 2022.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.