JSW
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Journey Strategic Wealth’s Halliburton HAL Stock Holding History

Journey Strategic Wealth’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 		$327K Buy
8,381
+216
+3% +$7.47K 0.01% 502
2025
Q4 		$231K Buy
+8,165
New +$216K 0.01% 633

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

Journey Strategic Wealth's HAL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Halliburton (HAL) stake by 2.6% in Q1 2026, buying an estimated $7.47K and bringing the position to 8,381 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #502.

Journey Strategic Wealth first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Journey Strategic Wealth held 8,381 shares of Halliburton worth $327K as of Q1 2026.
  • Journey Strategic Wealth bought 216 Halliburton shares in Q1 2026, an estimated $7.47K.
  • Halliburton made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #502 holding.
  • Journey Strategic Wealth first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.