SAI
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Savvy Advisors Inc’s Halliburton HAL Stock Holding History

Savvy Advisors Inc’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 		$497K Sell
14,636
-351
-2% -$13.7K 0.01% 778
2026
Q1 		$584K Buy
14,987
+4,954
+49% +$171K 0.02% 608
2025
Q4 		$284K Buy
+10,033
New +$265K 0.01% 790

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's HAL Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Halliburton (HAL) stake by 2.3% in Q2 2026, selling an estimated $13.7K and leaving 14,636 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #778.

Savvy Advisors Inc first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $584K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Savvy Advisors Inc held 14,636 shares of Halliburton worth $497K as of Q2 2026.
  • Savvy Advisors Inc sold 351 Halliburton shares in Q2 2026, an estimated $13.7K.
  • Halliburton made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #778 holding.
  • Savvy Advisors Inc first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Halliburton position peaked at $584K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.