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Valeo Financial Advisors’s Halliburton HAL Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-2,000
Closed -$49K – 1841
2019
Q4 		$49K Buy
+2,000
New +$42.2K ﹤0.01% 658
2018
Q4 		– Sell
-1,000
Closed -$35K – 1586
2018
Q3 		$35K Hold
1,000
– – ﹤0.01% 623
2018
Q2 		$41K Buy
+1,000
New +$49.8K 0.01% 578

Other funds holding HAL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valeo Financial Advisors's HAL Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Halliburton (HAL) stake by 4.4% in Q3 2026, selling an estimated $10.2K and leaving 6,434 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Valeo Financial Advisors first reported a position in HAL in Q3 2017 and has held it in 28 quarters since. The position peaked at $452K in Q3 2024. 39 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Valeo Financial Advisors held 6,434 shares of Halliburton worth $205K as of Q3 2026.
  • Valeo Financial Advisors sold 298 Halliburton shares in Q3 2026, an estimated $10.2K.
  • Halliburton made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #777 holding.
  • Valeo Financial Advisors first reported a position in Halliburton in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Halliburton position peaked at $452K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.