JWM
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JPL Wealth Management’s Halliburton HAL Stock Holding History

JPL Wealth Management’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 		$20.3K Buy
+522
New +$18.1K ﹤0.01% 396
2025
Q4 		– Sell
-137
Closed -$3.36K – 537
2025
Q3 		$3.36K Buy
+137
New +$3.03K ﹤0.01% 744

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

JPL Wealth Management's HAL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Halliburton (HAL) in Q1 2026: 522 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HAL as recently as Q3 2025.

JPL Wealth Management first reported a position in HAL in Q3 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • JPL Wealth Management held 522 shares of Halliburton worth $20.3K as of Q1 2026.
  • Halliburton was a new JPL Wealth Management position in Q1 2026.
  • Halliburton made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #396 holding.
  • JPL Wealth Management first reported a position in Halliburton in Q3 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 JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.