LVW Advisors
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LVW Advisors’s Halliburton HAL Stock Holding History

LVW 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
Q3 		$442K Sell
13,909
-9,820
-41% -$335K 0.04% 281
2026
Q2 		$806K Sell
23,729
-378
-2% -$14.8K 0.07% 152
2026
Q1 		$940K Buy
+24,107
New +$834K 0.09% 122

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Dimensional Fund Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

LVW Advisors's HAL Position: Q3 2026 in Review

LVW Advisors reduced its Halliburton (HAL) stake by 41% in Q3 2026, selling an estimated $335K and leaving 13,909 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #281.

LVW Advisors first reported a position in HAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $940K in Q1 2026. 631 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • LVW Advisors held 13,909 shares of Halliburton worth $442K as of Q3 2026.
  • LVW Advisors sold 9,820 Halliburton shares in Q3 2026, an estimated $335K.
  • Halliburton made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #281 holding.
  • LVW Advisors first reported a position in Halliburton in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Halliburton position peaked at $940K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.