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	$1.85M	Sell	47,500 -37,500	-44%	-$1.3M	0.01%	668
2025 Q4	$2.4M	Buy	+85,000	New	+$2.24M	0.01%	730
2024 Q2	–	Sell	-25,000	Closed	-$986K	–	1587
2024 Q1	$986K	Buy	+25,000	New	+$896K	0.01%	832
2023 Q3	–	Sell	-45,000	Closed	-$1.48M	–	1754
2023 Q2	$1.48M	Buy	+45,000	New	+$1.42M	0.01%	764

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.