LWP
HAL icon

LeClair Wealth Partners’s Halliburton HAL Stock Holding History

LeClair Wealth Partners’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 		– Sell
-9,801
Closed -$277K – 143
2025
Q4 		$277K Hold
9,801
– – 0.16% 83
2025
Q3 		$241K Sell
9,801
-896
-8% -$19.8K 0.15% 86
2025
Q2 		$218K Sell
10,697
-3
-0% -$63 0.15% 92
2025
Q1 		$271K Sell
10,700
-83
-0.8% -$2.18K 0.2% 80
2024
Q4 		$293K Buy
+10,783
New +$315K 0.2% 77

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

LeClair Wealth Partners's HAL Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Halliburton (HAL) in Q1 2026, closing a stake of 9,801 shares — an estimated $277K sold.

LeClair Wealth Partners first reported a position in HAL in Q4 2024 and held it in 5 quarters. The position peaked at $293K in Q4 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 9,801 Halliburton shares in Q1 2026, an estimated $277K.
  • LeClair Wealth Partners first reported a position in Halliburton in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Halliburton position peaked at $293K in Q4 2024.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.