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Plante Moran Financial Advisors’s Halliburton HAL Stock Holding History

Plante Moran Financial Advisors’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 		$4.05K Hold
104
– – ﹤0.01% 585
2025
Q4 		$2.94K Hold
104
– – ﹤0.01% 698
2025
Q3 		$2.56K Hold
104
– – ﹤0.01% 659
2025
Q2 		$2.12K Hold
104
– – ﹤0.01% 668
2025
Q1 		$2.64K Sell
104
-248
-70% -$6.52K ﹤0.01% 686
2024
Q4 		$9.57K Sell
352
-434
-55% -$12.7K ﹤0.01% 581
2024
Q3 		$22.8K Sell
786
-318
-29% -$10K ﹤0.01% 506
2024
Q2 		$37.3K Hold
1,104
– – ﹤0.01% 387
2024
Q1 		$43.5K Sell
1,104
-5,590
-84% -$200K ﹤0.01% 378
2023
Q4 		$242K Buy
6,694
+1,000
+18% +$38.4K 0.03% 144
2023
Q3 		$231K Sell
5,694
-285
-5% -$11.2K 0.03% 134
2023
Q2 		$197K Buy
5,979
+285
+5% +$9K 0.02% 156
2023
Q1 		$180K Hold
5,694
– – 0.02% 158
2022
Q4 		$224K Hold
5,694
– – 0.03% 143
2022
Q3 		$140K Hold
5,694
– – 0.02% 175
2022
Q2 		$179K Hold
5,694
– – 0.03% 161
2022
Q1 		$216K Sell
5,694
-4,152
-42% -$134K 0.04% 156
2021
Q4 		$225K Buy
9,846
+152
+2% +$3.6K 0.04% 168
2021
Q3 		$210K Sell
9,694
-22
-0.2% -$451 0.05% 181
2021
Q2 		$225K Buy
9,716
+22
+0.2% +$489 0.05% 162
2021
Q1 		$208K Hold
9,694
– – 0.06% 166
2020
Q4 		$183K Hold
9,694
– – 0.06% 184
2020
Q3 		$117K Hold
9,694
– – 0.04% 216
2020
Q2 		$126K Hold
9,694
– – 0.05% 183
2020
Q1 		$66K Buy
9,694
+9,590
+9,221% +$167K 0.03% 229
2019
Q4 		$3K Sell
104
-176
-63% -$3.71K ﹤0.01% 661
2019
Q3 		$5K Hold
280
– – ﹤0.01% 683
2019
Q2 		$6K Sell
280
-36
-11% -$934 ﹤0.01% 622
2019
Q1 		$9K Sell
316
-291
-48% -$8.79K ﹤0.01% 563
2018
Q4 		$16K Buy
607
+243
+67% +$8.2K 0.01% 449
2018
Q3 		$15K Buy
364
+38
+12% +$1.57K ﹤0.01% 455
2018
Q2 		$15K Sell
326
-181
-36% -$9.01K 0.01% 503
2018
Q1 		$24K Buy
507
+35
+7% +$1.73K 0.01% 468
2017
Q4 		$23K Buy
472
+353
+297% +$15.6K 0.01% 476
2017
Q3 		$5K Sell
119
-20
-14% -$838 ﹤0.01% 652
2017
Q2 		$6K Buy
139
+35
+34% +$1.61K ﹤0.01% 637
2017
Q1 		$5K Sell
104
-44
-30% -$2.37K ﹤0.01% 695
2016
Q4 		$8K Buy
148
+92
+164% +$4.59K 0.01% 621
2016
Q3 		$3K Sell
56
-150
-73% -$6.55K ﹤0.01% 782
2016
Q2 		$9K Sell
206
-350
-63% -$14.4K 0.01% 538
2016
Q1 		$20K Sell
556
-144
-21% -$4.7K 0.02% 384
2015
Q4 		$24K Sell
700
-498
-42% -$18.8K 0.02% 416
2015
Q3 		$42K Sell
1,198
-61
-5% -$2.4K 0.03% 284
2015
Q2 		$54K Buy
1,259
+2
+0.2% +$92 0.04% 280
2015
Q1 		$55K Buy
1,257
+502
+66% +$20.9K 0.04% 265
2014
Q4 		$30K Buy
755
+500
+196% +$24.3K 0.02% 351
2014
Q3 		$16K Sell
255
-22
-8% -$1.51K 0.01% 443
2014
Q2 		$20K Buy
277
+255
+1,159% +$16.3K 0.02% 382
2014
Q1 		$1K Sell
22
-729
-97% -$38.9K ﹤0.01% 581
2013
Q4 		$38K Buy
751
+729
+3,314% +$37.7K 0.02% 272
2013
Q3 		$1K Sell
22
-378
-95% -$17.7K ﹤0.01% 596
2013
Q2 		$17K Buy
+400
New +$16.7K 0.01% 262

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

Plante Moran Financial Advisors's HAL Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Halliburton (HAL) position steady in Q1 2026 at 104 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Plante Moran Financial Advisors first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $242K in Q4 2023. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Plante Moran Financial Advisors held 104 shares of Halliburton worth $4.05K as of Q1 2026.
  • Plante Moran Financial Advisors left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #585 holding.
  • Plante Moran Financial Advisors first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Halliburton position peaked at $242K in Q4 2023.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.