Pinnacle Wealth Planning Services’s Halliburton HAL Stock Holding History

Pinnacle Wealth Planning Services’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	$153K	Buy	3,919 +144	+4%	+$4.98K	0.02%	578
2025 Q4	$107K	Buy	+3,775	New	+$99.7K	0.01%	747
2022 Q3	–	Sell	-6,674	Closed	-$209K	–	426
2022 Q2	$209K	Buy	+6,674	New	+$249K	0.04%	336
2021 Q1	–	Sell	-2,257	Closed	-$43K	–	1021
2020 Q4	$43K	Buy	+2,257	New	+$35K	0.01%	858

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Halliburton (HAL) stake by 3.8% in Q1 2026, buying an estimated $4.98K and bringing the position to 3,919 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #578.

Pinnacle Wealth Planning Services first reported a position in HAL in Q4 2020 and has held it in 4 quarters since. The position peaked at $209K in Q2 2022. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Pinnacle Wealth Planning Services held 3,919 shares of Halliburton worth $153K as of Q1 2026.
Pinnacle Wealth Planning Services bought 144 Halliburton shares in Q1 2026, an estimated $4.98K.
Halliburton made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #578 holding.
Pinnacle Wealth Planning Services first reported a position in Halliburton in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Halliburton position peaked at $209K in Q2 2022.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.