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Plato Investment Management’s Halliburton HAL Stock Holding History

Plato Investment Management’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 		$1.27M Buy
32,533
+25,170
+342% +$871K 0.09% 232
2025
Q4 		$209K Buy
+7,363
New +$194K 0.01% 394
2025
Q1 		– Sell
-23,903
Closed -$652K – 563
2024
Q4 		$652K Hold
23,903
– – 0.05% 312
2024
Q3 		$694K Sell
23,903
-6,863
-22% -$216K 0.06% 287
2024
Q2 		$1.04M Hold
30,766
– – 0.1% 200
2024
Q1 		$1.21M Buy
30,766
+30,078
+4,372% +$1.08M 0.13% 182
2023
Q4 		$24.9K Buy
+688
New +$26.5K 0.03% 297

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

Plato Investment Management's HAL Position: Q1 2026 in Review

Plato Investment Management increased its Halliburton (HAL) stake by 342% in Q1 2026, buying an estimated $871K and bringing the position to 32,533 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #232.

Plato Investment Management first reported a position in HAL in Q4 2023 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Plato Investment Management held 32,533 shares of Halliburton worth $1.27M as of Q1 2026.
  • Plato Investment Management bought 25,170 Halliburton shares in Q1 2026, an estimated $871K.
  • Halliburton made up 0.09% of Plato Investment Management's portfolio in Q1 2026, its #232 holding.
  • Plato Investment Management first reported a position in Halliburton in Q4 2023 and has held it in 7 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.