TWPM
HAL icon

Total Wealth Planning & Management’s Halliburton HAL Stock Holding History

Total Wealth Planning & Management’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
-75,181
Closed -$2.12M – 224
2025
Q4 		$2.12M Buy
+75,181
New +$1.98M 1.58% 10

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

Total Wealth Planning & Management's HAL Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Halliburton (HAL) in Q1 2026, closing a stake of 75,181 shares — an estimated $2.12M sold.

Total Wealth Planning & Management first reported a position in HAL in Q4 2025 and held it in 1 quarter. The position peaked at $2.12M in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 75,181 Halliburton shares in Q1 2026, an estimated $2.12M.
  • Total Wealth Planning & Management first reported a position in Halliburton in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Halliburton position peaked at $2.12M in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.