Perigon Wealth Management’s Halliburton HAL Stock Holding History

Perigon Wealth Management’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	$500K	Buy	14,719 +1,469	+11%	+$57.4K	0.01%	901
2026 Q1	$517K	Sell	13,250 -716	-5%	-$24.8K	0.01%	797
2025 Q4	$395K	Buy	13,966 +4,148	+42%	+$110K	0.01%	897
2025 Q3	$242K	Buy	+9,818	New	+$217K	﹤0.01%	1062
2025 Q1	–	Sell	-7,326	Closed	-$214K	–	1060
2024 Q4	$214K	Buy	7,326 +159	+2%	+$4.65K	0.01%	948
2024 Q3	$208K	Buy	+7,167	New	+$226K	0.01%	926
2023 Q4	–	Sell	-6,572	Closed	-$266K	–	855
2023 Q3	$266K	Buy	+6,572	New	+$257K	0.01%	633
2021 Q1	–	Sell	-1,065	Closed	-$20K	–	720
2020 Q4	$20K	Buy	+1,065	New	+$16.5K	﹤0.01%	1051
2017 Q2	–	Sell	-2,049	Closed	-$101K	–	597
2017 Q1	$101K	Buy	2,049 +17	+0.8%	+$914	0.02%	301
2016 Q4	$109K	Buy	+2,032	New	+$101K	0.02%	282

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Perigon Wealth Management's HAL Position: Q2 2026 in Review

Perigon Wealth Management increased its Halliburton (HAL) stake by 11% in Q2 2026, buying an estimated $57.4K and bringing the position to 14,719 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #901.

Perigon Wealth Management first reported a position in HAL in Q4 2016 and has held it in 10 quarters since. The position peaked at $517K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Perigon Wealth Management held 14,719 shares of Halliburton worth $500K as of Q2 2026.
Perigon Wealth Management bought 1,469 Halliburton shares in Q2 2026, an estimated $57.4K.
Halliburton made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #901 holding.
Perigon Wealth Management first reported a position in Halliburton in Q4 2016 and has held it in 10 quarters since.
Perigon Wealth Management's Halliburton position peaked at $517K in Q1 2026.
1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.