Kathmere Capital Management
HAL icon

Kathmere Capital Management’s Halliburton HAL Stock Holding History

Kathmere Capital 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
Q3 		$421K Sell
13,240
-2,594
-16% -$88.4K 0.02% 466
2026
Q2 		$538K Buy
15,834
+1,763
+13% +$68.9K 0.03% 386
2026
Q1 		$549K Buy
14,071
+3,954
+39% +$137K 0.03% 337
2025
Q4 		$286K Buy
+10,117
New +$267K 0.02% 436

Other funds holding HAL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Kathmere Capital Management's HAL Position: Q3 2026 in Review

Kathmere Capital Management reduced its Halliburton (HAL) stake by 16% in Q3 2026, selling an estimated $88.4K and leaving 13,240 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #466.

Kathmere Capital Management first reported a position in HAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $549K in Q1 2026. 943 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Kathmere Capital Management held 13,240 shares of Halliburton worth $421K as of Q3 2026.
  • Kathmere Capital Management sold 2,594 Halliburton shares in Q3 2026, an estimated $88.4K.
  • Halliburton made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #466 holding.
  • Kathmere Capital Management first reported a position in Halliburton in Q4 2025 and has held it in 4 quarters since.
  • Kathmere Capital Management's Halliburton position peaked at $549K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.