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Summit Financial’s Halliburton HAL Stock Holding History

Summit Financial’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 		$485K Buy
12,444
+3,168
+34% +$110K 0.01% 1008
2025
Q4 		$262K Buy
9,276
+956
+11% +$25.2K ﹤0.01% 1132
2025
Q3 		$205K Sell
8,320
-2,829
-25% -$62.6K ﹤0.01% 1196
2025
Q2 		$227K Buy
11,149
+812
+8% +$17K 0.01% 754
2025
Q1 		$262K Buy
+10,337
New +$272K 0.01% 640

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

Summit Financial's HAL Position: Q1 2026 in Review

Summit Financial increased its Halliburton (HAL) stake by 34% in Q1 2026, buying an estimated $110K and bringing the position to 12,444 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1008.

Summit Financial first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Summit Financial held 12,444 shares of Halliburton worth $485K as of Q1 2026.
  • Summit Financial bought 3,168 Halliburton shares in Q1 2026, an estimated $110K.
  • Halliburton made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1008 holding.
  • Summit Financial first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.