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Private Wealth Management Group’s Halliburton HAL Stock Holding History

Private Wealth Management 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
Q1 		$3.86K Hold
99
– – ﹤0.01% 862
2025
Q4 		$2.8K Hold
99
– – ﹤0.01% 972
2025
Q3 		$2.44K Buy
99
+45
+83% +$996 ﹤0.01% 1047
2025
Q2 		$1.1K Sell
54
-308
-85% -$6.46K ﹤0.01% 1257
2025
Q1 		$9.18K Buy
362
+33
+10% +$868 ﹤0.01% 497
2024
Q4 		$8.95K Buy
329
+218
+196% +$6.37K ﹤0.01% 513
2024
Q3 		$3.23K Buy
111
+61
+122% +$1.92K ﹤0.01% 893
2024
Q2 		$1.69K Hold
50
– – ﹤0.01% 1110
2024
Q1 		$1.97K Hold
50
– – ﹤0.01% 974
2023
Q4 		$1.81K Buy
+50
New +$1.92K ﹤0.01% 1023

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 Management Group's HAL Position: Q1 2026 in Review

Private Wealth Management Group held its Halliburton (HAL) position steady in Q1 2026 at 99 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Private Wealth Management Group first reported a position in HAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.18K in Q1 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Private Wealth Management Group held 99 shares of Halliburton worth $3.86K as of Q1 2026.
  • Private Wealth Management Group left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #862 holding.
  • Private Wealth Management Group first reported a position in Halliburton in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Halliburton position peaked at $9.18K in Q1 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.