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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
Q2 		$472K Buy
13,916
+1,472
+12% +$57.5K 0.01% 1115
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Summit Financial's HAL Position: Q2 2026 in Review

Summit Financial increased its Halliburton (HAL) stake by 12% in Q2 2026, buying an estimated $57.5K and bringing the position to 13,916 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1115.

Summit Financial first reported a position in HAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Summit Financial held 13,916 shares of Halliburton worth $472K as of Q2 2026.
  • Summit Financial bought 1,472 Halliburton shares in Q2 2026, an estimated $57.5K.
  • Halliburton made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1115 holding.
  • Summit Financial first reported a position in Halliburton in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's Halliburton position peaked at $485K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.