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Summit Trail Advisors’s Halliburton HAL Stock Holding History

Summit Trail Advisors’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 		$1.88M Buy
55,482
+4,587
+9% +$179K 0.02% 648
2026
Q1 		$1.98M Buy
50,895
+11,314
+29% +$391K 0.03% 532
2025
Q4 		$1.12M Sell
39,581
-13,798
-26% -$364K 0.02% 754
2025
Q3 		$1.31M Buy
53,379
+23,840
+81% +$527K 0.02% 677
2025
Q2 		$602K Buy
+29,539
New +$620K 0.01% 658
2024
Q4 		– Sell
-13,480
Closed -$392K – 533
2024
Q3 		$392K Sell
13,480
-7,610
-36% -$240K 0.01% 466
2024
Q2 		$712K Buy
21,090
+11,639
+123% +$430K 0.02% 301
2024
Q1 		$373K Buy
9,451
+3,738
+65% +$134K 0.01% 409
2023
Q4 		$207K Sell
5,713
-1,227
-18% -$47.2K 0.01% 494
2023
Q3 		$281K Buy
6,940
+365
+6% +$14.3K 0.01% 394
2023
Q2 		$217K Buy
+6,575
New +$208K 0.01% 465
2018
Q2 		– Sell
-6,011
Closed -$296K – 549
2018
Q1 		$296K Buy
6,011
+823
+16% +$40.6K 0.05% 285
2017
Q4 		$283K Buy
+5,188
New +$229K 0.04% 332

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Trail Advisors's HAL Position: Q2 2026 in Review

Summit Trail Advisors increased its Halliburton (HAL) stake by 9% in Q2 2026, buying an estimated $179K and bringing the position to 55,482 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #648.

Summit Trail Advisors first reported a position in HAL in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.98M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Summit Trail Advisors held 55,482 shares of Halliburton worth $1.88M as of Q2 2026.
  • Summit Trail Advisors bought 4,587 Halliburton shares in Q2 2026, an estimated $179K.
  • Halliburton made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #648 holding.
  • Summit Trail Advisors first reported a position in Halliburton in Q4 2017 and has held it in 13 quarters since.
  • Summit Trail Advisors's Halliburton position peaked at $1.98M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.