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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
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 $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

Phoenix Financial's HAL Position: Q1 2026 in Review

Phoenix Financial increased its Halliburton (HAL) stake by 21% in Q1 2026, buying an estimated $66.5K and bringing the position to 11,137 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Phoenix Financial first reported a position in HAL in Q3 2024 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Phoenix Financial held 11,137 shares of Halliburton worth $422K as of Q1 2026.
  • Phoenix Financial bought 1,922 Halliburton shares in Q1 2026, an estimated $66.5K.
  • Halliburton made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #331 holding.
  • Phoenix Financial first reported a position in Halliburton in Q3 2024 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.