PWA
HAL icon

Principia Wealth Advisory’s Halliburton HAL Stock Holding History

Principia Wealth Advisory’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 		$14.8K Buy
436
+2
+0.5% +$78 0.01% 202
2026
Q1 		$16.9K Buy
434
+6
+1% +$208 0.01% 170
2025
Q4 		$12.1K Buy
428
+7
+2% +$185 0.01% 182
2025
Q3 		$10.4K Buy
421
+9
+2% +$199 0.01% 198
2025
Q2 		$8.4K Buy
412
+27
+7% +$566 0.01% 182
2025
Q1 		$8.5K Sell
385
-34
-8% -$894 0.01% 137
2024
Q4 		$11.4K Buy
+419
New +$12.3K 0.01% 122

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

Principia Wealth Advisory's HAL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Halliburton (HAL) stake by 0.46% in Q2 2026, buying an estimated $78 and bringing the position to 436 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #202.

Principia Wealth Advisory first reported a position in HAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Principia Wealth Advisory held 436 shares of Halliburton worth $14.8K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Halliburton shares in Q2 2026, an estimated $78.
  • Halliburton made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #202 holding.
  • Principia Wealth Advisory first reported a position in Halliburton in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Halliburton position peaked at $16.9K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.