KCM
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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
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 $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

Kathmere Capital Management's HAL Position: Q1 2026 in Review

Kathmere Capital Management increased its Halliburton (HAL) stake by 39% in Q1 2026, buying an estimated $137K and bringing the position to 14,071 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #337.

Kathmere Capital Management 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.

  • Kathmere Capital Management held 14,071 shares of Halliburton worth $549K as of Q1 2026.
  • Kathmere Capital Management bought 3,954 Halliburton shares in Q1 2026, an estimated $137K.
  • Halliburton made up 0.03% of Kathmere Capital Management's portfolio in Q1 2026, its #337 holding.
  • Kathmere Capital Management 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 Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.