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Olistico Wealth’s Halliburton HAL Stock Holding History

Olistico Wealth’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 		$14.8K Sell
466
-34
-7% -$1.16K 0.01% 237
2026
Q2 		$17K Hold
500
– – 0.01% 221
2026
Q1 		$19.5K Hold
500
– – 0.01% 221
2025
Q4 		$14.1K Buy
+500
New +$13.2K 0.01% 235
2025
Q3 		– Sell
-300
Closed -$6.11K – 190
2025
Q2 		$6.11K Buy
300
+200
+200% +$4.2K ﹤0.01% 285
2025
Q1 		$2.54K Sell
100
-50
-33% -$1.31K ﹤0.01% 298
2024
Q4 		$4.08K Sell
150
-160
-52% -$4.68K ﹤0.01% 272
2024
Q3 		$9.01K Hold
310
– – 0.01% 251
2024
Q2 		$10.5K Buy
+310
New +$11.4K 0.01% 243
2023
Q1 		– Sell
-11,250
Closed -$443K – 102
2022
Q4 		$443K Buy
+11,250
New +$398K 0.48% 59

Other funds holding HAL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Olistico Wealth's HAL Position: Q3 2026 in Review

Olistico Wealth reduced its Halliburton (HAL) stake by 6.8% in Q3 2026, selling an estimated $1.16K and leaving 466 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #237.

Olistico Wealth first reported a position in HAL in Q4 2022 and has held it in 10 quarters since. The position peaked at $443K in Q4 2022. 37 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Olistico Wealth held 466 shares of Halliburton worth $14.8K as of Q3 2026.
  • Olistico Wealth sold 34 Halliburton shares in Q3 2026, an estimated $1.16K.
  • Halliburton made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #237 holding.
  • Olistico Wealth first reported a position in Halliburton in Q4 2022 and has held it in 10 quarters since.
  • Olistico Wealth's Halliburton position peaked at $443K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.