Level Four Advisory Services’s Halliburton HAL Stock Holding History

Level Four Advisory 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	$386K	Buy	9,912 +223	+2%	+$7.72K	0.01%	649
2025 Q4	$274K	Sell	9,689 -229	-2%	-$6.05K	0.01%	719
2025 Q3	$244K	Sell	9,918 -814	-8%	-$18K	0.01%	720
2025 Q2	$219K	Sell	10,732 -71	-0.7%	-$1.49K	0.01%	728
2025 Q1	$274K	Sell	10,803 -5,805	-35%	-$153K	0.01%	649
2024 Q4	$452K	Sell	16,608 -897	-5%	-$26.2K	0.02%	521
2024 Q3	$486K	Sell	17,505 -6,972	-28%	-$220K	0.02%	515
2024 Q2	$827K	Sell	24,477 -2,390	-9%	-$88.2K	0.04%	380
2024 Q1	$971K	Hold	26,867	–	–	0.05%	305
2023 Q4	$971K	Sell	26,867 -2,698	-9%	-$104K	0.05%	301
2023 Q3	$1.2M	Sell	29,565 -3,518	-11%	-$138K	0.08%	258
2023 Q2	$1.09M	Buy	33,083 +5,043	+18%	+$159K	0.07%	273
2023 Q1	$887K	Buy	28,040 +9,476	+51%	+$351K	0.06%	302
2022 Q4	$730K	Buy	18,564 +8,897	+92%	+$315K	0.05%	314
2022 Q3	$238K	Sell	9,667 -136	-1%	-$3.89K	0.02%	474
2022 Q2	$307K	Buy	9,803 +4,082	+71%	+$152K	0.03%	447
2022 Q1	$217K	Buy	+5,721	New	+$185K	0.02%	580
2019 Q2	–	Sell	-11,832	Closed	-$347K	–	527
2019 Q1	$347K	Buy	11,832 +1,948	+20%	+$58.8K	0.04%	377
2018 Q4	$263K	Buy	+9,884	New	+$333K	0.03%	425
2017 Q4	–	Sell	-4,474	Closed	-$206K	–	549
2017 Q3	$206K	Buy	4,474 +417	+10%	+$17.5K	0.02%	482
2017 Q2	$202K	Sell	4,057 -164	-4%	-$7.53K	0.03%	455
2017 Q1	$210K	Buy	4,221 +196	+5%	+$10.5K	0.02%	481
2016 Q4	$218K	Buy	+4,025	New	+$201K	0.03%	427

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

Level Four Advisory Services's HAL Position: Q1 2026 in Review

Level Four Advisory Services increased its Halliburton (HAL) stake by 2.3% in Q1 2026, buying an estimated $7.72K and bringing the position to 9,912 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #649.

Level Four Advisory Services first reported a position in HAL in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.2M in Q3 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Level Four Advisory Services held 9,912 shares of Halliburton worth $386K as of Q1 2026.
Level Four Advisory Services bought 223 Halliburton shares in Q1 2026, an estimated $7.72K.
Halliburton made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #649 holding.
Level Four Advisory Services first reported a position in Halliburton in Q4 2016 and has held it in 23 quarters since.
Level Four Advisory Services's Halliburton position peaked at $1.2M in Q3 2023.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.