LA
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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
Q2 		$806K Sell
23,729
-378
-2% -$14.8K 0.07% 152
2026
Q1 		$940K Buy
+24,107
New +$834K 0.09% 122

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LVW Advisors's HAL Position: Q2 2026 in Review

LVW Advisors reduced its Halliburton (HAL) stake by 1.6% in Q2 2026, selling an estimated $14.8K and leaving 23,729 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #152.

LVW Advisors first reported a position in HAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $940K in Q1 2026. 458 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • LVW Advisors held 23,729 shares of Halliburton worth $806K as of Q2 2026.
  • LVW Advisors sold 378 Halliburton shares in Q2 2026, an estimated $14.8K.
  • Halliburton made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #152 holding.
  • LVW Advisors first reported a position in Halliburton in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Halliburton position peaked at $940K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.