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Summitry LLC’s Halliburton HAL Stock Holding History

Summitry LLC’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 		$393K Buy
11,576
+3,915
+51% +$153K 0.01% 192
2026
Q1 		$299K Buy
+7,661
New +$265K 0.01% 212
2016
Q3 		– Sell
-5,480
Closed -$248K – 85
2016
Q2 		$248K Sell
5,480
-156,657
-97% -$6.44M 0.03% 79
2016
Q1 		$5.79M Buy
162,137
+3,248
+2% +$106K 0.62% 30
2015
Q4 		$5.41M Buy
158,889
+2,254
+1% +$85K 0.57% 33
2015
Q3 		$5.54M Buy
+156,635
New +$6.16M 0.64% 33
2014
Q1 		– Sell
-5,070
Closed -$257K – 76
2013
Q4 		$257K Buy
+5,070
New +$262K 0.03% 66

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Summitry LLC's HAL Position: Q2 2026 in Review

Summitry LLC increased its Halliburton (HAL) stake by 51% in Q2 2026, buying an estimated $153K and bringing the position to 11,576 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #192.

Summitry LLC first reported a position in HAL in Q4 2013 and has held it in 7 quarters since. The position peaked at $5.79M in Q1 2016. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Summitry LLC held 11,576 shares of Halliburton worth $393K as of Q2 2026.
  • Summitry LLC bought 3,915 Halliburton shares in Q2 2026, an estimated $153K.
  • Halliburton made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #192 holding.
  • Summitry LLC first reported a position in Halliburton in Q4 2013 and has held it in 7 quarters since.
  • Summitry LLC's Halliburton position peaked at $5.79M in Q1 2016.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.