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Twin Peaks Wealth Advisors’s Halliburton HAL Stock Holding History

Twin Peaks Wealth 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
Q1 		$49.8K Buy
+1,277
New +$44.2K 0.01% 441
2025
Q3 		– Sell
-777
Closed -$16.3K – 992
2025
Q2 		$16.3K Buy
+777
New +$16.3K 0.01% 679

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

Twin Peaks Wealth Advisors's HAL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Halliburton (HAL) in Q1 2026: 1,277 shares worth $49.8K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HAL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HAL in Q2 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,277 shares of Halliburton worth $49.8K as of Q1 2026.
  • Halliburton was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Halliburton made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #441 holding.
  • Twin Peaks Wealth Advisors first reported a position in Halliburton in Q2 2025 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.