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Summit Securities Group’s Halliburton HAL Stock Holding History

Summit Securities 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 		$5.38K Sell
138
-1,112
-89% -$38.5K ﹤0.01% 783
2025
Q4 		$35.3K Sell
1,250
-221
-15% -$5.83K ﹤0.01% 686
2025
Q3 		$36.2K Buy
1,471
+892
+154% +$19.7K 0.01% 644
2025
Q2 		$11.8K Buy
+579
New +$12.1K ﹤0.01% 856
2025
Q1 		– Sell
-557
Closed -$15.1K – 917
2024
Q4 		$15.1K Buy
+557
New +$16.3K ﹤0.01% 409
2023
Q3 		– Sell
-1,179
Closed -$39K – 761
2023
Q2 		$39K Sell
1,179
-595
-34% -$18.8K 0.01% 467
2023
Q1 		$56K Sell
1,774
-6,776
-79% -$251K ﹤0.01% 395
2022
Q4 		$336K Buy
+8,550
New +$303K 0.01% 318
2022
Q3 		– Sell
-1,885
Closed -$59K – 1025
2022
Q2 		$59K Buy
1,885
+1,517
+412% +$56.6K 0.01% 515
2022
Q1 		$14K Buy
+368
New +$11.9K ﹤0.01% 776
2017
Q2 		– Sell
-7,743
Closed -$381K – 302
2017
Q1 		$381K Buy
+7,743
New +$416K 0.11% 195
2016
Q1 		– Sell
-6,600
Closed -$225K – 227
2015
Q4 		$225K Buy
+6,600
New +$249K 0.07% 185
2015
Q3 		– Sell
-2,859
Closed -$112K – 424
2015
Q2 		$123K Buy
2,859
+2,848
+25,891% +$131K 0.06% 111
2015
Q1 		$0 Sell
11
-21,389
-100% -$892K ﹤0.01% 493
2014
Q4 		$842K Sell
21,400
-11,400
-35% -$555K 0.24% 76
2014
Q3 		$2.12M Buy
32,800
+14,500
+79% +$994K 0.61% 43
2014
Q2 		$1.3M Sell
18,300
-31,700
-63% -$2.03M 0.45% 41
2014
Q1 		$2.94M Buy
50,000
+23,200
+87% +$1.24M 1.76% 9
2013
Q4 		$1.36M Buy
26,800
+24,300
+972% +$1.26M 0.24% 59
2013
Q3 		$120K Buy
+2,500
New +$117K 0.04% 148

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 Securities Group's HAL Position: Q1 2026 in Review

Summit Securities Group reduced its Halliburton (HAL) stake by 89% in Q1 2026, selling an estimated $38.5K and leaving 138 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Summit Securities Group first reported a position in HAL in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.94M in Q1 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Summit Securities Group held 138 shares of Halliburton worth $5.38K as of Q1 2026.
  • Summit Securities Group sold 1,112 Halliburton shares in Q1 2026, an estimated $38.5K.
  • Halliburton made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #783 holding.
  • Summit Securities Group first reported a position in Halliburton in Q3 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Halliburton position peaked at $2.94M in Q1 2014.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.