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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
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 $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 Trail Advisors's HAL Position: Q1 2026 in Review

Summit Trail Advisors increased its Halliburton (HAL) stake by 29% in Q1 2026, buying an estimated $391K and bringing the position to 50,895 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #532.

Summit Trail Advisors first reported a position in HAL in Q4 2017 and has held it in 12 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Summit Trail Advisors held 50,895 shares of Halliburton worth $1.98M as of Q1 2026.
  • Summit Trail Advisors bought 11,314 Halliburton shares in Q1 2026, an estimated $391K.
  • Halliburton made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #532 holding.
  • Summit Trail Advisors first reported a position in Halliburton in Q4 2017 and has held it in 12 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.