JWA
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JFS Wealth Advisors’s Halliburton HAL Stock Holding History

JFS Wealth 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 		$131K Buy
3,866
+19
+0.5% +$742 0.01% 390
2026
Q1 		$150K Sell
3,847
-1,470
-28% -$50.9K 0.01% 361
2025
Q4 		$150K Buy
5,317
+504
+10% +$13.3K 0.01% 350
2025
Q3 		$118K Sell
4,813
-6
-0.1% -$133 0.01% 391
2025
Q2 		$98.2K Buy
4,819
+4,616
+2,274% +$96.8K 0.01% 370
2025
Q1 		$5.15K Sell
203
-167
-45% -$4.39K ﹤0.01% 1114
2024
Q4 		$10.1K Sell
370
-89
-19% -$2.6K ﹤0.01% 847
2024
Q3 		$13.3K Buy
459
+32
+7% +$1.01K ﹤0.01% 756
2024
Q2 		$14.4K Sell
427
-11
-3% -$406 ﹤0.01% 681
2024
Q1 		$17.3K Buy
438
+1
+0.2% +$36 ﹤0.01% 657
2023
Q4 		$15.8K Sell
437
-18
-4% -$692 ﹤0.01% 644
2023
Q3 		$18.4K Buy
455
+97
+27% +$3.8K ﹤0.01% 567
2023
Q2 		$11.8K Sell
358
-151
-30% -$4.77K ﹤0.01% 682
2023
Q1 		$16.1K Sell
509
-51
-9% -$1.89K ﹤0.01% 580
2022
Q4 		$22K Sell
560
-30
-5% -$1.06K ﹤0.01% 516
2022
Q3 		$15K Sell
590
-1,430
-71% -$40.9K ﹤0.01% 631
2022
Q2 		$63K Buy
2,020
+33
+2% +$1.23K 0.01% 358
2022
Q1 		$75K Buy
1,987
+263
+15% +$8.51K 0.01% 343
2021
Q4 		$39K Buy
1,724
+134
+8% +$3.17K ﹤0.01% 462
2021
Q3 		$34K Hold
1,590
– – ﹤0.01% 466
2021
Q2 		$37K Sell
1,590
-194
-11% -$4.31K 0.01% 299
2021
Q1 		$38K Hold
1,784
– – 0.01% 274
2020
Q4 		$34K Sell
1,784
-94
-5% -$1.46K 0.01% 279
2020
Q3 		$23K Hold
1,878
– – 0.01% 301
2020
Q2 		$24K Hold
1,878
– – 0.01% 288
2020
Q1 		$13K Buy
1,878
+422
+29% +$7.35K ﹤0.01% 317
2019
Q4 		$36K Hold
1,456
– – 0.01% 262
2019
Q3 		$27K Buy
1,456
+463
+47% +$9.58K 0.01% 276
2019
Q2 		$23K Buy
993
+693
+231% +$18K 0.01% 289
2019
Q1 		$9K Hold
300
– – ﹤0.01% 364
2018
Q4 		$8K Hold
300
– – ﹤0.01% 365
2018
Q3 		$12K Hold
300
– – ﹤0.01% 386
2018
Q2 		$14K Hold
300
– – ﹤0.01% 340
2018
Q1 		$14K Hold
300
– – ﹤0.01% 345
2017
Q4 		$15K Hold
300
– – ﹤0.01% 350
2017
Q3 		$14K Hold
300
– – ﹤0.01% 350
2017
Q2 		$13K Sell
300
-76
-20% -$3.49K ﹤0.01% 333
2017
Q1 		$20K Hold
376
– – 0.01% 306
2016
Q4 		$20K Hold
376
– – 0.01% 306
2016
Q3 		$17K Hold
376
– – ﹤0.01% 342
2016
Q2 		$17K Sell
376
-59
-14% -$2.43K ﹤0.01% 343
2016
Q1 		$16K Sell
435
-16
-4% -$522 ﹤0.01% 345
2015
Q4 		$15K Buy
451
+53
+13% +$2K ﹤0.01% 356
2015
Q3 		$14K Buy
398
+145
+57% +$5.7K 0.01% 307
2015
Q2 		$11K Hold
253
– – 0.01% 353
2015
Q1 		$11K Sell
253
-140
-36% -$5.84K 0.01% 348
2014
Q4 		$15K Buy
+393
New +$19.1K ﹤0.01% 321

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

JFS Wealth Advisors's HAL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Halliburton (HAL) stake by 0.49% in Q2 2026, buying an estimated $742 and bringing the position to 3,866 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #390.

JFS Wealth Advisors first reported a position in HAL in Q4 2014 and has held it in 47 quarters since. The position peaked at $150K in Q4 2025. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • JFS Wealth Advisors held 3,866 shares of Halliburton worth $131K as of Q2 2026.
  • JFS Wealth Advisors bought 19 Halliburton shares in Q2 2026, an estimated $742.
  • Halliburton made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • JFS Wealth Advisors first reported a position in Halliburton in Q4 2014 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Halliburton position peaked at $150K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.