Recurrent Investment Advisors’s Halliburton HAL Stock Holding History

Recurrent Investment Advisors’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	$2.87M	Buy	73,648 +1,200	+2%	+$41.5K	0.17%	37
2025 Q4	$2.05M	Hold	72,448	–	–	0.15%	40
2025 Q3	$1.78M	Hold	72,448	–	–	0.14%	37
2025 Q2	$1.48M	Buy	72,448 +184	+0.3%	+$3.86K	0.12%	39
2025 Q1	$1.83M	Buy	72,264 +1,320	+2%	+$34.7K	0.16%	34
2024 Q4	$1.93M	Buy	70,944 +45,268	+176%	+$1.32M	0.18%	36
2024 Q3	$746K	Sell	25,676 -1,759	-6%	-$55.5K	0.07%	46
2024 Q2	$927K	Sell	27,435 -788	-3%	-$29.1K	0.1%	40
2024 Q1	$1.11M	Hold	28,223	–	–	0.13%	37
2023 Q4	$1.02M	Sell	28,223 -3,096	-10%	-$119K	0.15%	34
2023 Q3	$1.27M	Buy	31,319 +60	+0.2%	+$2.35K	0.19%	39
2023 Q2	$1.03M	Buy	31,259 +3,060	+11%	+$96.7K	0.17%	42
2023 Q1	$892K	Hold	28,199	–	–	0.18%	37
2022 Q4	$1.11M	Buy	+28,199	New	+$998K	0.24%	35
2022 Q3	–	Sell	-107	Closed	-$3K	–	47
2022 Q2	$3K	Buy	+107	New	+$3.99K	﹤0.01%	47

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Recurrent Investment Advisors's HAL Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Halliburton (HAL) stake by 1.7% in Q1 2026, buying an estimated $41.5K and bringing the position to 73,648 shares worth $2.87M. The position accounts for 0.17% of the portfolio, ranked #37.

Recurrent Investment Advisors first reported a position in HAL in Q2 2022 and has held it in 15 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Recurrent Investment Advisors held 73,648 shares of Halliburton worth $2.87M as of Q1 2026.
Recurrent Investment Advisors bought 1,200 Halliburton shares in Q1 2026, an estimated $41.5K.
Halliburton made up 0.17% of Recurrent Investment Advisors's portfolio in Q1 2026, its #37 holding.
Recurrent Investment Advisors first reported a position in Halliburton in Q2 2022 and has held it in 15 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.