JWCA
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J.W. Cole Advisors’s Halliburton HAL Stock Holding History

J.W. Cole 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 		$794K Buy
+23,381
New +$914K 0.01% 838
2026
Q1 		– Sell
-27,513
Closed -$730K – 1047
2025
Q4 		$730K Buy
27,513
+87
+0.3% +$2.3K 0.02% 752
2025
Q3 		$675K Sell
27,426
-4,532
-14% -$100K 0.01% 878
2025
Q2 		$651K Buy
31,958
+8,587
+37% +$180K 0.01% 827
2025
Q1 		$593K Buy
23,371
+6,418
+38% +$169K 0.02% 714
2024
Q4 		$461K Buy
+16,953
New +$496K 0.02% 630
2024
Q2 		– Sell
-7,215
Closed -$285K – 915
2024
Q1 		$285K Sell
7,215
-225
-3% -$8.06K 0.01% 709
2023
Q4 		$269K Sell
7,440
-599
-7% -$23K 0.02% 682
2023
Q3 		$326K Sell
8,039
-10,397
-56% -$407K 0.02% 542
2023
Q2 		$608K Sell
18,436
-345
-2% -$10.9K 0.04% 375
2023
Q1 		$594K Buy
18,781
+4,278
+29% +$158K 0.04% 406
2022
Q4 		$571K Buy
14,503
+1,531
+12% +$54.2K 0.04% 389
2022
Q3 		$319K Buy
12,972
+2,008
+18% +$57.4K 0.03% 515
2022
Q2 		$344K Buy
10,964
+3,936
+56% +$147K 0.03% 508
2022
Q1 		$266K Buy
+7,028
New +$227K 0.02% 661
2020
Q4 		– Sell
-11,174
Closed -$135K – 731
2020
Q3 		$135K Buy
+11,174
New +$162K 0.01% 709

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

J.W. Cole Advisors's HAL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Halliburton (HAL) in Q2 2026: 23,381 shares worth $794K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HAL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HAL in Q3 2020 and has held it in 16 quarters since. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • J.W. Cole Advisors held 23,381 shares of Halliburton worth $794K as of Q2 2026.
  • Halliburton was a new J.W. Cole Advisors position in Q2 2026.
  • Halliburton made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #838 holding.
  • J.W. Cole Advisors first reported a position in Halliburton in Q3 2020 and has held it in 16 quarters since.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.