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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
Q2 		$134K Buy
3,956
+37
+0.9% +$1.45K 0.01% 716
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
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

Pinnacle Wealth Planning Services's HAL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Halliburton (HAL) stake by 0.94% in Q2 2026, buying an estimated $1.45K and bringing the position to 3,956 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #716.

Pinnacle Wealth Planning Services first reported a position in HAL in Q4 2020 and has held it in 5 quarters since. The position peaked at $209K in Q2 2022. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,956 shares of Halliburton worth $134K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 37 Halliburton shares in Q2 2026, an estimated $1.45K.
  • Halliburton made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #716 holding.
  • Pinnacle Wealth Planning Services first reported a position in Halliburton in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Halliburton position peaked at $209K in Q2 2022.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.