Kelleher Financial Advisors’s Halliburton HAL Stock Holding History

Kelleher Financial Advisors’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	$7.8K	Hold	200	–	–	﹤0.01%	560
2025 Q4	$5.65K	Sell	200 -800	-80%	-$21.1K	﹤0.01%	616
2025 Q3	$24.6K	Buy	+1,000	New	+$22.1K	0.01%	414
2015 Q3	–	Sell	-5,043	Closed	-$217K	–	119
2015 Q2	$217K	Hold	5,043	–	–	0.12%	102
2015 Q1	$221K	Buy	+5,043	New	+$210K	0.12%	106
2014 Q4	–	Sell	-5,043	Closed	-$278K	–	119
2014 Q3	$278K	Sell	5,043 -200	-4%	-$13.7K	0.15%	92
2014 Q2	$372K	Sell	5,243 -300	-5%	-$19.2K	0.19%	77
2014 Q1	$326K	Sell	5,543 -250	-4%	-$13.4K	0.18%	84
2013 Q4	$294K	Sell	5,793 -50	-0.9%	-$2.58K	0.15%	86
2013 Q3	$281K	Sell	5,843 -150	-3%	-$7.03K	0.16%	80
2013 Q2	$250K	Buy	+5,993	New	+$251K	0.15%	84

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kelleher Financial Advisors's HAL Position: Q1 2026 in Review

Kelleher Financial Advisors held its Halliburton (HAL) position steady in Q1 2026 at 200 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Kelleher Financial Advisors first reported a position in HAL in Q2 2013 and has held it in 11 quarters since. The position peaked at $372K in Q2 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Kelleher Financial Advisors held 200 shares of Halliburton worth $7.8K as of Q1 2026.
Kelleher Financial Advisors left its Halliburton share count unchanged in Q1 2026.
Halliburton made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #560 holding.
Kelleher Financial Advisors first reported a position in Halliburton in Q2 2013 and has held it in 11 quarters since.
Kelleher Financial Advisors's Halliburton position peaked at $372K in Q2 2014.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.