Spire Wealth Management
HAL icon

Spire Wealth Management’s Halliburton HAL Stock Holding History

Spire 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
Q3 		$133K Sell
4,167
-176
-4% -$6K ﹤0.01% 873
2026
Q2 		$147K Buy
4,343
+405
+10% +$15.8K ﹤0.01% 876
2026
Q1 		$154K Buy
3,938
+967
+33% +$33.5K 0.01% 859
2025
Q4 		$84K Buy
2,971
+144
+5% +$3.8K ﹤0.01% 1035
2025
Q3 		$69.5K Buy
2,827
+299
+12% +$6.62K ﹤0.01% 1124
2025
Q2 		$51.5K Sell
2,528
-980
-28% -$20.6K ﹤0.01% 1183
2025
Q1 		$89K Sell
3,508
-7,501
-68% -$197K ﹤0.01% 1076
2024
Q4 		$299K Sell
11,009
-32,552
-75% -$952K 0.01% 709
2024
Q3 		$1.27M Sell
43,561
-68,657
-61% -$2.16M 0.04% 323
2024
Q2 		$3.79M Sell
112,218
-23,081
-17% -$852K 0.13% 158
2024
Q1 		$5.33M Buy
135,299
+6,025
+5% +$216K 0.1% 152
2023
Q4 		$4.39M Buy
129,274
+14,782
+13% +$568K 0.15% 157
2023
Q3 		$4.64M Buy
114,492
+39,274
+52% +$1.54M 0.18% 117
2023
Q2 		$2.48M Buy
75,218
+36,783
+96% +$1.16M 0.09% 205
2023
Q1 		$1.22M Buy
38,435
+35,346
+1,144% +$1.31M 0.05% 311
2022
Q4 		$122K Sell
3,089
-5,498
-64% -$195K 0.01% 683
2022
Q3 		$211K Sell
8,587
-2,268
-21% -$64.9K 0.01% 519
2022
Q2 		$340K Sell
10,855
-1,786
-14% -$66.6K 0.01% 589
2022
Q1 		$479K Sell
12,641
-948
-7% -$30.7K 0.01% 590
2021
Q4 		$311K Buy
13,589
+1,155
+9% +$27.4K 0.01% 888
2021
Q3 		$269K Buy
12,434
+510
+4% +$10.4K 0.01% 795
2021
Q2 		$276K Sell
11,924
-1,829
-13% -$40.6K 0.01% 808
2021
Q1 		$273K Buy
+13,753
New +$288K 0.01% 923

Other funds holding HAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Spire Wealth Management's HAL Position: Q3 2026 in Review

Spire Wealth Management reduced its Halliburton (HAL) stake by 4.1% in Q3 2026, selling an estimated $6K and leaving 4,167 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Spire Wealth Management first reported a position in HAL in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.33M in Q1 2024. 692 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Spire Wealth Management held 4,167 shares of Halliburton worth $133K as of Q3 2026.
  • Spire Wealth Management sold 176 Halliburton shares in Q3 2026, an estimated $6K.
  • Halliburton made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #873 holding.
  • Spire Wealth Management first reported a position in Halliburton in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Halliburton position peaked at $5.33M in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.