Next Level Wealth Planning’s Halliburton HAL Stock Holding History

Next Level Wealth Planning’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	$19.2K	Buy	+603	New	+$20.6K	0.01%	270

Other funds holding HAL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Next Level Wealth Planning's HAL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Halliburton (HAL) in Q3 2026: 603 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

577 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Next Level Wealth Planning held 603 shares of Halliburton worth $19.2K as of Q3 2026.
Halliburton was a new Next Level Wealth Planning position in Q3 2026.
Halliburton made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #270 holding.
577 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.