MJFG
HAL icon

Mars Jewett Financial Group’s Halliburton HAL Stock Holding History

Mars Jewett Financial Group’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
-7,008
Closed -$246K – 38
2025
Q4 		$246K Buy
+7,008
New +$185K 0.07% 35

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mars Jewett Financial Group's HAL Position: Q1 2026 in Review

Mars Jewett Financial Group sold out of Halliburton (HAL) in Q1 2026, closing a stake of 7,008 shares — an estimated $246K sold.

Mars Jewett Financial Group first reported a position in HAL in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Mars Jewett Financial Group reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Mars Jewett Financial Group sold 7,008 Halliburton shares in Q1 2026, an estimated $246K.
  • Mars Jewett Financial Group first reported a position in Halliburton in Q4 2025 and held it in 1 quarter.
  • Mars Jewett Financial Group's Halliburton position peaked at $246K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Mars Jewett Financial Group's 13F filing for Q1 2026, filed 15 May 2026.