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U.S. Capital Wealth Advisors’s Halliburton HAL Stock Holding History

U.S. Capital 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 		$7.49M Buy
192,138
+127,596
+198% +$4.42M 0.19% 127
2025
Q4 		$1.82M Buy
64,542
+43,299
+204% +$1.14M 0.05% 356
2025
Q3 		$523K Sell
21,243
-1,163
-5% -$25.7K 0.01% 627
2025
Q2 		$457K Sell
22,406
-3,574
-14% -$75K 0.01% 615
2025
Q1 		$659K Sell
25,980
-671
-3% -$17.6K 0.02% 518
2024
Q4 		$725K Sell
26,651
-1,792
-6% -$52.4K 0.02% 481
2024
Q3 		$826K Sell
28,443
-2,191
-7% -$69.1K 0.03% 379
2024
Q2 		$1.03M Sell
30,634
-4,042
-12% -$149K 0.04% 342
2024
Q1 		$1.37M Sell
34,676
-9,267
-21% -$332K 0.05% 293
2023
Q4 		$1.59M Buy
43,943
+1,813
+4% +$69.7K 0.06% 267
2023
Q3 		$1.71M Sell
42,130
-160
-0.4% -$6.27K 0.08% 229
2023
Q2 		$1.4M Buy
42,290
+189
+0.4% +$5.97K 0.07% 268
2023
Q1 		$1.33M Sell
42,101
-1,874
-4% -$69.4K 0.06% 263
2022
Q4 		$1.73M Sell
43,975
-1,266
-3% -$44.8K 0.08% 230
2022
Q3 		$1.11M Buy
45,241
+87
+0.2% +$2.49K 0.06% 318
2022
Q2 		$1.42M Buy
45,154
+956
+2% +$35.6K 0.06% 286
2022
Q1 		$1.67M Sell
44,198
-1,661
-4% -$53.7K 0.06% 304
2021
Q4 		$1.05M Buy
45,859
+533
+1% +$12.6K 0.04% 392
2021
Q3 		$980K Buy
+45,326
New +$929K 0.04% 386

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

U.S. Capital Wealth Advisors's HAL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Halliburton (HAL) stake by 198% in Q1 2026, buying an estimated $4.42M and bringing the position to 192,138 shares worth $7.49M. The position accounts for 0.19% of the portfolio, ranked #127.

U.S. Capital Wealth Advisors first reported a position in HAL in Q3 2021 and has held it in 19 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 192,138 shares of Halliburton worth $7.49M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 127,596 Halliburton shares in Q1 2026, an estimated $4.42M.
  • Halliburton made up 0.19% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • U.S. Capital Wealth Advisors first reported a position in Halliburton in Q3 2021 and has held it in 19 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.