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	–	779
2021 Q2	$231K	Buy	+100	New	+$2.22K	0.02%	620
2020 Q1	–	Sell	-170	Closed	-$416K	–	365
2019 Q4	$416K	Buy	+170	New	+$3.58K	0.03%	304
2019 Q3	–	Sell	-412	Closed	-$937K	–	366
2019 Q2	$937K	Buy	+412	New	+$10.7K	0.11%	141
2015 Q1	–	Sell	-311	Closed	-$17K	–	494
2014 Q4	$17K	Buy	311 +14	+5%	+$681	﹤0.01%	417
2014 Q3	$1K	Buy	+297	New	+$20.4K	﹤0.01%	639

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.