PWAM
HAL icon

Private Wealth Asset Management’s Halliburton HAL Stock Holding History

Private Wealth Asset 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 		$15.3K Sell
393
-11
-3% -$381 ﹤0.01% 613
2025
Q4 		$11.4K Hold
404
– – ﹤0.01% 647
2025
Q3 		$9.94K Hold
404
– – ﹤0.01% 645
2025
Q2 		$8.23K Sell
404
-16
-4% -$336 ﹤0.01% 695
2025
Q1 		$10.7K Buy
+420
New +$11K ﹤0.01% 612

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

Private Wealth Asset Management's HAL Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Halliburton (HAL) stake by 2.7% in Q1 2026, selling an estimated $381 and leaving 393 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Private Wealth Asset Management first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Private Wealth Asset Management held 393 shares of Halliburton worth $15.3K as of Q1 2026.
  • Private Wealth Asset Management sold 11 Halliburton shares in Q1 2026, an estimated $381.
  • Halliburton made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #613 holding.
  • Private Wealth Asset Management first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.