SC
HAL icon

SummitTX Capital’s Halliburton HAL Stock Holding History

SummitTX Capital’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 		$8.86M Buy
227,188
+96,497
+74% +$3.34M 0.28% 77
2025
Q4 		$3.69M Buy
+130,691
New +$3.45M 0.11% 200
2025
Q3 		– Sell
-11,658
Closed -$238K – 842
2025
Q2 		$238K Buy
+11,658
New +$245K 0.01% 661

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

SummitTX Capital's HAL Position: Q1 2026 in Review

SummitTX Capital increased its Halliburton (HAL) stake by 74% in Q1 2026, buying an estimated $3.34M and bringing the position to 227,188 shares worth $8.86M. The position accounts for 0.28% of the portfolio, ranked #77.

SummitTX Capital first reported a position in HAL in Q2 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • SummitTX Capital held 227,188 shares of Halliburton worth $8.86M as of Q1 2026.
  • SummitTX Capital bought 96,497 Halliburton shares in Q1 2026, an estimated $3.34M.
  • Halliburton made up 0.28% of SummitTX Capital's portfolio in Q1 2026, its #77 holding.
  • SummitTX Capital first reported a position in Halliburton in Q2 2025 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.