Jones Financial Companies’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.46M | Buy |
85,607
+33,009
| +63% | +$1.14M | ﹤0.01% | 1219 |
|
|
2025
Q4 | $1.49M | Buy |
52,598
+9,137
| +21% | +$241K | ﹤0.01% | 1077 |
|
|
2025
Q3 | $1.09M | Buy |
43,461
+4,511
| +12% | +$99.8K | ﹤0.01% | 1098 |
|
|
2025
Q2 | $801K | Buy |
38,950
+7,714
| +25% | +$162K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $784K | Buy |
31,236
+6,577
| +27% | +$173K | ﹤0.01% | 956 |
|
|
2024
Q4 | $670K | Buy |
24,659
+9,709
| +65% | +$284K | ﹤0.01% | 875 |
|
|
2024
Q3 | $429K | Buy |
14,950
+11,064
| +285% | +$349K | ﹤0.01% | 873 |
|
|
2024
Q2 | $131K | Buy |
3,886
+2,407
| +163% | +$88.8K | ﹤0.01% | 956 |
|
|
2024
Q1 | $58.3K | Buy |
1,479
+1,408
| +1,983% | +$50.4K | ﹤0.01% | 701 |
|
|
2023
Q4 | $2.57K | Buy |
+71
| New | +$2.73K | ﹤0.01% | 878 |
|
|
2023
Q1 | – | Sell |
-360
| Closed | -$14K | – | 651 |
|
|
2022
Q4 | $14K | Buy |
+360
| New | +$12.7K | ﹤0.01% | 447 |
|
|
2022
Q2 | – | Sell |
-111
| Closed | -$4K | – | 780 |
|
|
2022
Q1 | $4K | Buy |
+111
| New | +$3.59K | ﹤0.01% | 602 |
|
|
2019
Q4 | – | Sell |
-39,670
| Closed | -$748K | – | 208 |
|
|
2019
Q3 | $748K | Sell |
39,670
-44,617
| -53% | -$923K | ﹤0.01% | 153 |
|
|
2019
Q2 | $1.92M | Sell |
84,287
-79,029
| -48% | -$2.05M | ﹤0.01% | 128 |
|
|
2019
Q1 | $4.79M | Buy |
163,316
+64,963
| +66% | +$1.96M | 0.01% | 109 |
|
|
2018
Q4 | $2.61M | Sell |
98,353
-34,118
| -26% | -$1.15M | 0.01% | 120 |
|
|
2018
Q3 | $5.37M | Buy |
132,471
+4,865
| +4% | +$201K | 0.01% | 97 |
|
|
2018
Q2 | $5.75M | Buy |
127,606
+2,232
| +2% | +$111K | 0.01% | 94 |
|
|
2018
Q1 | $5.88M | Buy |
125,374
+15,058
| +14% | +$743K | 0.01% | 90 |
|
|
2017
Q4 | $5.39M | Buy |
110,316
+9,104
| +9% | +$401K | 0.01% | 96 |
|
|
2017
Q3 | $4.66M | Buy |
101,212
+40,576
| +67% | +$1.7M | 0.01% | 97 |
|
|
2017
Q2 | $2.59M | Buy |
60,636
+45,895
| +311% | +$2.11M | 0.01% | 120 |
|
|
2017
Q1 | $725K | Sell |
14,741
-1,082
| -7% | -$58.2K | ﹤0.01% | 159 |
|
|
2016
Q4 | $856K | Buy |
15,823
+905
| +6% | +$45.1K | ﹤0.01% | 153 |
|
|
2016
Q3 | $670K | Sell |
14,918
-1,335
| -8% | -$58.3K | ﹤0.01% | 159 |
|
|
2016
Q2 | $736K | Sell |
16,253
-1,584
| -9% | -$65.2K | ﹤0.01% | 161 |
|
|
2016
Q1 | $638K | Buy |
17,837
+2,761
| +18% | +$90.1K | ﹤0.01% | 159 |
|
|
2015
Q4 | $514K | Sell |
15,076
-18,721
| -55% | -$706K | ﹤0.01% | 180 |
|
|
2015
Q3 | $1.19M | Buy |
33,797
+19,793
| +141% | +$779K | 0.01% | 141 |
|
|
2015
Q2 | $603K | Buy |
14,004
+5,313
| +61% | +$245K | ﹤0.01% | 178 |
|
|
2015
Q1 | $382K | Buy |
8,691
+731
| +9% | +$30.5K | ﹤0.01% | 197 |
|
|
2014
Q4 | $313K | Buy |
7,960
+1,592
| +25% | +$77.5K | ﹤0.01% | 209 |
|
|
2014
Q3 | $411K | Sell |
6,368
-627
| -9% | -$43K | ﹤0.01% | 195 |
|
|
2014
Q2 | $497K | Buy |
6,995
+23
| +0.3% | +$1.47K | ﹤0.01% | 187 |
|
|
2014
Q1 | $411K | Sell |
6,972
-523
| -7% | -$27.9K | ﹤0.01% | 193 |
|
|
2013
Q4 | $380K | Sell |
7,495
-387
| -5% | -$20K | ﹤0.01% | 192 |
|
|
2013
Q3 | $379K | Sell |
7,882
-768
| -9% | -$36K | ﹤0.01% | 185 |
|
|
2013
Q2 | $361K | Buy |
+8,650
| New | +$362K | ﹤0.01% | 188 |
|
Other funds holding HAL
VCM
VPM
Jones Financial Companies's HAL Position: Q1 2026 in Review
Jones Financial Companies increased its Halliburton (HAL) stake by 63% in Q1 2026, buying an estimated $1.14M and bringing the position to 85,607 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1219.
Jones Financial Companies first reported a position in HAL in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.88M in Q1 2018. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.
- Jones Financial Companies held 85,607 shares of Halliburton worth $3.46M as of Q1 2026.
- Jones Financial Companies bought 33,009 Halliburton shares in Q1 2026, an estimated $1.14M.
- Halliburton made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1219 holding.
- Jones Financial Companies first reported a position in Halliburton in Q2 2013 and has held it in 38 quarters since.
- Jones Financial Companies's Halliburton position peaked at $5.88M in Q1 2018.
- 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.