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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
2021
Q3 		– Sell
-100
Closed -$231K – 778
2021
Q2 		$231K Buy
+100
New +$2.22K 0.02% 619
2020
Q1 		– Sell
-170
Closed -$416K – 364
2019
Q4 		$416K Buy
+170
New +$3.58K 0.03% 303
2019
Q3 		– Sell
-412
Closed -$937K – 365
2019
Q2 		$937K Buy
+412
New +$10.7K 0.11% 140
2015
Q4 		– Sell
-13
Closed -$20K – 349
2015
Q3 		$20K Buy
+13
New +$511 0.01% 212

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.