MWA
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Medallion Wealth Advisors’s Halliburton HAL Stock Holding History

Medallion Wealth 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
Q1 		$9.75K Sell
250
-312
-56% -$10.8K ﹤0.01% 766
2025
Q4 		$15.9K Buy
562
+2
+0.4% +$53 0.01% 682
2025
Q3 		$13.8K Buy
560
+2
+0.4% +$44 ﹤0.01% 701
2025
Q2 		$11.8K Buy
558
+2
+0.4% +$42 ﹤0.01% 715
2025
Q1 		$14.2K Buy
556
+2
+0.4% +$53 0.01% 630
2024
Q4 		$15.1K Buy
+554
New +$16.2K 0.01% 607

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

Medallion Wealth Advisors's HAL Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Halliburton (HAL) stake by 56% in Q1 2026, selling an estimated $10.8K and leaving 250 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Medallion Wealth Advisors first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9K in Q4 2025. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Medallion Wealth Advisors held 250 shares of Halliburton worth $9.75K as of Q1 2026.
  • Medallion Wealth Advisors sold 312 Halliburton shares in Q1 2026, an estimated $10.8K.
  • Halliburton made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #766 holding.
  • Medallion Wealth Advisors first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Halliburton position peaked at $15.9K in Q4 2025.
  • 1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.