Swan Capital’s Halliburton HAL Stock Holding History

Swan 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	–	Sell	-19	Closed	-$550	–	584
2025 Q4	$550	Hold	19	–	–	﹤0.01%	447
2025 Q3	$476	Buy	+19	New	+$420	﹤0.01%	437

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

Swan Capital's HAL Position: Q1 2026 in Review

Swan Capital sold out of Halliburton (HAL) in Q1 2026, closing a stake of 19 shares — an estimated $550 sold.

Swan Capital first reported a position in HAL in Q3 2025 and held it in 2 quarters. The position peaked at $550 in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Swan Capital reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
Swan Capital sold 19 Halliburton shares in Q1 2026, an estimated $550.
Swan Capital first reported a position in Halliburton in Q3 2025 and held it in 2 quarters.
Swan Capital's Halliburton position peaked at $550 in Q4 2025.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.