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Soltis Investment Advisors’s Halliburton HAL Stock Holding History

Soltis 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
Q2 		$2.25M Sell
66,411
-40,602
-38% -$1.59M 0.13% 153
2026
Q1 		$4.17M Buy
+107,013
New +$3.7M 0.26% 99
2025
Q1 		– Sell
-11,587
Closed -$315K – 376
2024
Q4 		$315K Buy
11,587
+54
+0.5% +$1.58K 0.03% 281
2024
Q3 		$335K Buy
11,533
+15
+0.1% +$473 0.03% 266
2024
Q2 		$389K Buy
11,518
+4,136
+56% +$153K 0.04% 233
2024
Q1 		$291K Buy
+7,382
New +$264K 0.03% 250
2023
Q2 		– Sell
-67,765
Closed -$2.14M – 270
2023
Q1 		$2.14M Buy
+67,765
New +$2.51M 0.27% 103
2022
Q1 		– Sell
-22,468
Closed -$514K – 259
2021
Q4 		$514K Sell
22,468
-87
-0.4% -$2.06K 0.07% 166
2021
Q3 		$488K Hold
22,555
– – 0.08% 167
2021
Q2 		$521K Hold
22,555
– – 0.08% 164
2021
Q1 		$484K Buy
22,555
+1,000
+5% +$20.9K 0.09% 156
2020
Q4 		$407K Sell
21,555
-37,575
-64% -$583K 0.08% 161
2020
Q3 		$713K Sell
59,130
-125
-0.2% -$1.81K 0.17% 105
2020
Q2 		$769K Buy
+59,255
New +$639K 0.2% 81

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

Soltis Investment Advisors's HAL Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Halliburton (HAL) stake by 38% in Q2 2026, selling an estimated $1.59M and leaving 66,411 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #153.

Soltis Investment Advisors first reported a position in HAL in Q2 2020 and has held it in 14 quarters since. The position peaked at $4.17M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Soltis Investment Advisors held 66,411 shares of Halliburton worth $2.25M as of Q2 2026.
  • Soltis Investment Advisors sold 40,602 Halliburton shares in Q2 2026, an estimated $1.59M.
  • Halliburton made up 0.13% of Soltis Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Soltis Investment Advisors first reported a position in Halliburton in Q2 2020 and has held it in 14 quarters since.
  • Soltis Investment Advisors's Halliburton position peaked at $4.17M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.