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Kestra Private Wealth Services’s Halliburton HAL Stock Holding History

Kestra Private Wealth Services’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 		$1.17M Buy
29,886
+3,670
+14% +$127K 0.01% 761
2025
Q4 		$741K Sell
26,216
-5,928
-18% -$157K 0.01% 949
2025
Q3 		$791K Sell
32,144
-111
-0.3% -$2.46K 0.01% 881
2025
Q2 		$657K Buy
32,255
+968
+3% +$20.3K 0.01% 915
2025
Q1 		$794K Sell
31,287
-590
-2% -$15.5K 0.01% 767
2024
Q4 		$867K Buy
31,877
+3,911
+14% +$114K 0.01% 695
2024
Q3 		$812K Buy
27,966
+344
+1% +$10.8K 0.01% 678
2024
Q2 		$933K Buy
27,622
+583
+2% +$21.5K 0.02% 596
2024
Q1 		$1.07M Buy
27,039
+2,279
+9% +$81.6K 0.02% 537
2023
Q4 		$895K Buy
24,760
+401
+2% +$15.4K 0.02% 556
2023
Q3 		$987K Buy
24,359
+1,236
+5% +$48.4K 0.03% 471
2023
Q2 		$763K Buy
23,123
+2,586
+13% +$81.7K 0.03% 509
2023
Q1 		$650K Buy
20,537
+12,317
+150% +$456K 0.03% 524
2022
Q4 		$323K Sell
8,220
-947
-10% -$33.5K 0.02% 648
2022
Q3 		$226K Buy
9,167
+2,546
+38% +$72.8K 0.01% 742
2022
Q2 		$208K Buy
+6,621
New +$247K 0.01% 787

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

Kestra Private Wealth Services's HAL Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Halliburton (HAL) stake by 14% in Q1 2026, buying an estimated $127K and bringing the position to 29,886 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #761.

Kestra Private Wealth Services first reported a position in HAL in Q2 2022 and has held it in 16 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Kestra Private Wealth Services held 29,886 shares of Halliburton worth $1.17M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,670 Halliburton shares in Q1 2026, an estimated $127K.
  • Halliburton made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #761 holding.
  • Kestra Private Wealth Services first reported a position in Halliburton in Q2 2022 and has held it in 16 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.