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Independent Financial Group’s Halliburton HAL Stock Holding History

Independent Financial 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
Q2 		– Sell
-6,661
Closed -$260K – 1586
2026
Q1 		$260K Buy
+6,661
New +$230K 0.01% 1231
2021
Q3 		– Sell
-31,041
Closed -$718K – 728
2021
Q2 		$718K Buy
31,041
+13,286
+75% +$295K 0.08% 286
2021
Q1 		$381K Buy
+17,755
New +$372K 0.05% 392

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

Independent Financial Group's HAL Position: Q2 2026 in Review

Independent Financial Group sold out of Halliburton (HAL) in Q2 2026, closing a stake of 6,661 shares — an estimated $260K sold.

Independent Financial Group first reported a position in HAL in Q1 2021 and held it in 3 quarters. The position peaked at $718K in Q2 2021. 1,195 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Independent Financial Group reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 6,661 Halliburton shares in Q2 2026, an estimated $260K.
  • Independent Financial Group first reported a position in Halliburton in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Halliburton position peaked at $718K in Q2 2021.
  • 1,195 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.