USA Financial Formulas’s Halliburton HAL Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-17,595	Closed	-$597K	–	449
2026 Q2	$597K	Sell	17,595 -2,913	-14%	-$114K	0.11%	74
2026 Q1	$800K	Buy	+20,508	New	+$710K	0.15%	41
2022 Q3	–	Sell	-23,792	Closed	-$746K	–	349
2022 Q2	$746K	Sell	23,792 -3,311	-12%	-$123K	0.93%	52
2022 Q1	$1.03M	Buy	+27,103	New	+$877K	1.1%	28
2018 Q4	–	Sell	-10,725	Closed	-$483K	–	363
2018 Q3	$483K	Buy	+10,725	New	+$444K	0.12%	125
2017 Q1	–	Sell	-70,763	Closed	-$3.83M	–	279
2016 Q4	$3.83M	Buy	+70,763	New	+$3.53M	0.95%	25
2015 Q2	–	Sell	-5,953	Closed	-$261K	–	238
2015 Q1	$261K	Buy	+5,953	New	+$248K	0.09%	161

Other funds holding HAL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

USA Financial Formulas's HAL Position: Q3 2026 in Review

USA Financial Formulas sold out of Halliburton (HAL) in Q3 2026, closing a stake of 17,595 shares — an estimated $597K sold.

USA Financial Formulas first reported a position in HAL in Q1 2015 and held it in 7 quarters. The position peaked at $3.83M in Q4 2016. 639 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

USA Financial Formulas reported no remaining Halliburton position as of Q3 2026 after selling out during the quarter.
USA Financial Formulas sold 17,595 Halliburton shares in Q3 2026, an estimated $597K.
USA Financial Formulas first reported a position in Halliburton in Q1 2015 and held it in 7 quarters.
USA Financial Formulas's Halliburton position peaked at $3.83M in Q4 2016.
639 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.