Tortoise Capital Advisors’s Halliburton HAL Stock Holding History

Tortoise Capital 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	$8.15M	Sell	240,167 -4,633	-2%	-$181K	0.08%	72
2026 Q1	$9.54M	Buy	+244,800	New	+$8.47M	0.1%	52
2019 Q3	–	Sell	-34	Closed	-$1K	–	138
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	142
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	141
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	140
2018 Q3	$1K	Sell	34 -43,231	-100%	-$1.79M	﹤0.01%	150
2018 Q2	$1.95M	Sell	43,265 -11,618	-21%	-$579K	0.01%	78
2018 Q1	$651K	Buy	54,883 +620	+1%	+$30.6K	﹤0.01%	80
2017 Q4	$2.65M	Sell	54,263 -40,510	-43%	-$1.79M	0.02%	78
2017 Q3	$4.36M	Buy	94,773 +3,866	+4%	+$162K	0.03%	69
2017 Q2	$3.88M	Buy	90,907 +16,307	+22%	+$749K	0.03%	73
2017 Q1	$3.67M	Buy	74,600 +41,114	+123%	+$2.21M	0.02%	71
2016 Q4	$1.81M	Buy	33,486 +16,951	+103%	+$845K	0.01%	75
2016 Q3	$742K	Sell	16,535 -7,766	-32%	-$339K	0.01%	78
2016 Q2	$1.1M	Buy	24,301 +24,275	+93,365%	+$999K	0.01%	76
2016 Q1	$1K	Buy	26 +9	+53%	+$294	﹤0.01%	139
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	135
2015 Q3	$1K	Hold	17	–	–	﹤0.01%	140
2015 Q2	$1K	Hold	17	–	–	﹤0.01%	140
2015 Q1	$1K	Sell	17 -20,483	-100%	-$854K	﹤0.01%	132
2014 Q4	$806K	Sell	20,500 -14,611	-42%	-$711K	﹤0.01%	92
2014 Q3	$2.27M	Buy	35,111 +35,074	+94,795%	+$2.41M	0.01%	94
2014 Q2	$3K	Hold	37	–	–	﹤0.01%	106
2014 Q1	$2K	Hold	37	–	–	﹤0.01%	103
2013 Q4	$2K	Hold	37	–	–	﹤0.01%	101
2013 Q3	$2K	Sell	37 -42	-53%	-$1.97K	﹤0.01%	98
2013 Q2	$3K	Buy	+79	New	+$3.3K	﹤0.01%	96

Other funds holding HAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tortoise Capital Advisors's HAL Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Halliburton (HAL) stake by 1.9% in Q2 2026, selling an estimated $181K and leaving 240,167 shares worth $8.15M. The position accounts for 0.08% of the portfolio, ranked #72.

Tortoise Capital Advisors first reported a position in HAL in Q2 2013 and has held it in 27 quarters since. The position peaked at $9.54M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Tortoise Capital Advisors held 240,167 shares of Halliburton worth $8.15M as of Q2 2026.
Tortoise Capital Advisors sold 4,633 Halliburton shares in Q2 2026, an estimated $181K.
Halliburton made up 0.08% of Tortoise Capital Advisors's portfolio in Q2 2026, its #72 holding.
Tortoise Capital Advisors first reported a position in Halliburton in Q2 2013 and has held it in 27 quarters since.
Tortoise Capital Advisors's Halliburton position peaked at $9.54M in Q1 2026.
1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.