SWM
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SHP Wealth Management’s Halliburton HAL Stock Holding History

SHP Wealth 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 		$5.08K Buy
130
+82
+171% +$2.84K ﹤0.01% 1063
2025
Q4 		$1.36K Buy
+48
New +$1.27K ﹤0.01% 1197

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's HAL Position: Q1 2026 in Review

SHP Wealth Management increased its Halliburton (HAL) stake by 171% in Q1 2026, buying an estimated $2.84K and bringing the position to 130 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

SHP Wealth Management first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. 1,194 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • SHP Wealth Management held 130 shares of Halliburton worth $5.08K as of Q1 2026.
  • SHP Wealth Management bought 82 Halliburton shares in Q1 2026, an estimated $2.84K.
  • Halliburton made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1063 holding.
  • SHP Wealth Management first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.