Private Advisory Group’s Halliburton HAL Stock Holding History

Private Advisory Group’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	$10.4M	Buy	307,591 +14,079	+5%	+$550K	0.56%	53
2026 Q1	$11.4M	Sell	293,512 -181,461	-38%	-$6.28M	0.75%	39
2025 Q4	$13.4M	Buy	474,973 +6,234	+1%	+$165K	1.05%	29
2025 Q3	$11.5M	Buy	468,739 +121,849	+35%	+$2.7M	0.95%	29
2025 Q2	$7.07M	Buy	+346,890	New	+$7.28M	0.64%	50
2022 Q3	–	Sell	-7,444	Closed	-$233K	–	194
2022 Q2	$233K	Sell	7,444 -1,391	-16%	-$51.9K	0.05%	145
2022 Q1	$335K	Buy	+8,835	New	+$286K	0.07%	124
2017 Q1	–	Sell	-4,062	Closed	-$220K	–	142
2016 Q4	$220K	Buy	+4,062	New	+$203K	0.15%	126

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Private Advisory Group's HAL Position: Q2 2026 in Review

Private Advisory Group increased its Halliburton (HAL) stake by 4.8% in Q2 2026, buying an estimated $550K and bringing the position to 307,591 shares worth $10.4M. The position accounts for 0.56% of the portfolio, ranked #53.

Private Advisory Group first reported a position in HAL in Q4 2016 and has held it in 8 quarters since. The position peaked at $13.4M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Private Advisory Group held 307,591 shares of Halliburton worth $10.4M as of Q2 2026.
Private Advisory Group bought 14,079 Halliburton shares in Q2 2026, an estimated $550K.
Halliburton made up 0.56% of Private Advisory Group's portfolio in Q2 2026, its #53 holding.
Private Advisory Group first reported a position in Halliburton in Q4 2016 and has held it in 8 quarters since.
Private Advisory Group's Halliburton position peaked at $13.4M in Q4 2025.
1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.