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Phoenix Financial’s Halliburton HAL Stock Holding History

Phoenix Financial’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 		$383K Buy
11,282
+145
+1% +$5.67K ﹤0.01% 385
2026
Q1 		$422K Buy
11,137
+1,922
+21% +$66.5K ﹤0.01% 331
2025
Q4 		$260K Buy
+9,215
New +$243K ﹤0.01% 405
2024
Q4 		– Sell
-9,192
Closed -$267K – 380
2024
Q3 		$267K Buy
+9,192
New +$290K ﹤0.01% 306

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Phoenix Financial's HAL Position: Q2 2026 in Review

Phoenix Financial increased its Halliburton (HAL) stake by 1.3% in Q2 2026, buying an estimated $5.67K and bringing the position to 11,282 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Phoenix Financial first reported a position in HAL in Q3 2024 and has held it in 4 quarters since. The position peaked at $422K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Phoenix Financial held 11,282 shares of Halliburton worth $383K as of Q2 2026.
  • Phoenix Financial bought 145 Halliburton shares in Q2 2026, an estimated $5.67K.
  • Halliburton made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #385 holding.
  • Phoenix Financial first reported a position in Halliburton in Q3 2024 and has held it in 4 quarters since.
  • Phoenix Financial's Halliburton position peaked at $422K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.