JFG
HAL icon

Jefferies Financial Group’s Halliburton HAL Stock Holding History

Jefferies 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
Q1 		$429K Sell
11,000
-74,000
-87% -$2.56M ﹤0.01% 1271
2025
Q4 		$2.4M Buy
+85,000
New +$2.24M 0.01% 729
2024
Q2 		– Sell
-25,000
Closed -$986K – 1586
2024
Q1 		$986K Buy
+25,000
New +$896K 0.01% 831
2023
Q3 		– Sell
-45,000
Closed -$1.48M – 1752
2023
Q2 		$1.48M Buy
+45,000
New +$1.42M 0.01% 763

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

Jefferies Financial Group's HAL Position: Q1 2026 in Review

Jefferies Financial Group reduced its Halliburton (HAL) stake by 65% in Q1 2026, selling an estimated $3.75M and leaving 59,066 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #590.

Jefferies Financial Group first reported a position in HAL in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.73M in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Jefferies Financial Group held 59,066 shares of Halliburton worth $2.3M as of Q1 2026.
  • Jefferies Financial Group sold 108,460 Halliburton shares in Q1 2026, an estimated $3.75M.
  • Halliburton made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #590 holding.
  • Jefferies Financial Group first reported a position in Halliburton in Q2 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Halliburton position peaked at $4.73M in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.