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Sourcerock Group’s Halliburton HAL Stock Holding History

Sourcerock 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 		$96.6M Sell
2,477,128
-814,090
-25% -$28.2M 3.9% 9
2025
Q4 		$93M Buy
3,291,218
+2,169,218
+193% +$57.3M 5.19% 8
2025
Q3 		$27.6M Buy
1,122,000
+922,000
+461% +$20.4M 1.88% 15
2025
Q2 		$4.08M Sell
200,000
-2,430,127
-92% -$51M 0.21% 36
2025
Q1 		$66.7M Buy
2,630,127
+2,189,347
+497% +$57.6M 3.76% 9
2024
Q4 		$12M Buy
+440,780
New +$12.9M 0.85% 25
2024
Q1 		– Sell
-1,049,177
Closed -$37.9M – 34
2023
Q4 		$37.9M Sell
1,049,177
-628,017
-37% -$24.1M 3.76% 11
2023
Q3 		$67.9M Buy
1,677,194
+1,180,406
+238% +$46.2M 8.37% 6
2023
Q2 		$16.4M Sell
496,788
-816,189
-62% -$25.8M 2.1% 14
2023
Q1 		$41.5M Sell
1,312,977
-177,551
-12% -$6.58M 7.67% 6
2022
Q4 		$58.7M Buy
1,490,528
+101,741
+7% +$3.6M 11.03% 4
2022
Q3 		$34.2M Buy
1,388,787
+548,897
+65% +$15.7M 7.14% 6
2022
Q2 		$26.3M Buy
839,890
+168,394
+25% +$6.28M 5.25% 7
2022
Q1 		$25.4M Buy
671,496
+446,496
+198% +$14.4M 5.03% 8
2021
Q4 		$5.15M Buy
+225,000
New +$5.33M 1.38% 11

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

Sourcerock Group's HAL Position: Q1 2026 in Review

Sourcerock Group reduced its Halliburton (HAL) stake by 25% in Q1 2026, selling an estimated $28.2M and leaving 2,477,128 shares worth $96.6M. The position accounts for 3.9% of the portfolio, ranked #9.

Sourcerock Group first reported a position in HAL in Q4 2021 and has held it in 15 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Sourcerock Group held 2,477,128 shares of Halliburton worth $96.6M as of Q1 2026.
  • Sourcerock Group sold 814,090 Halliburton shares in Q1 2026, an estimated $28.2M.
  • Halliburton made up 3.9% of Sourcerock Group's portfolio in Q1 2026, its #9 holding.
  • Sourcerock Group first reported a position in Halliburton in Q4 2021 and has held it in 15 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Sourcerock Group's 13F filing for Q1 2026, filed 15 May 2026.