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Waverly Advisors’s Halliburton HAL Stock Holding History

Waverly 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 		$1.34M Buy
34,347
+8,027
+30% +$278K 0.01% 740
2025
Q4 		$744K Buy
26,320
+1,425
+6% +$37.6K 0.01% 859
2025
Q3 		$612K Sell
24,895
-3,506
-12% -$77.6K 0.01% 781
2025
Q2 		$579K Sell
28,401
-96,199
-77% -$2.02M 0.01% 759
2025
Q1 		$3.16M Buy
124,600
+90,809
+269% +$2.39M 0.04% 380
2024
Q4 		$919K Buy
+33,791
New +$988K 0.01% 537
2024
Q3 		– Sell
-6,530
Closed -$221K – 815
2024
Q2 		$221K Buy
6,530
+901
+16% +$33.3K ﹤0.01% 745
2024
Q1 		$222K Buy
+5,629
New +$202K 0.01% 637
2018
Q4 		– Sell
-17,360
Closed -$704K – 157
2018
Q3 		$704K Buy
17,360
+2
+0% +$83 0.1% 101
2018
Q2 		$782K Buy
17,358
+2
+0% +$100 0.12% 93
2018
Q1 		$815K Sell
17,356
-3,878
-18% -$191K 0.13% 92
2017
Q4 		$1.04M Buy
21,234
+649
+3% +$28.6K 0.15% 97
2017
Q3 		$948K Buy
20,585
+580
+3% +$24.3K 0.21% 86
2017
Q2 		$854K Hold
20,005
– – 0.21% 85
2017
Q1 		$984K Buy
+20,005
New +$1.08M 0.26% 70
2015
Q1 		– Sell
-1,000
Closed -$39K – 376
2014
Q4 		$39K Buy
+1,000
New +$48.7K 0.02% 146
2014
Q1 		– Sell
-3,215
Closed -$163K – 761
2013
Q4 		$163K Sell
3,215
-293
-8% -$15.1K 0.06% 165
2013
Q3 		$169K Buy
+3,508
New +$164K 0.09% 112

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

Waverly Advisors's HAL Position: Q1 2026 in Review

Waverly Advisors increased its Halliburton (HAL) stake by 30% in Q1 2026, buying an estimated $278K and bringing the position to 34,347 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #740.

Waverly Advisors first reported a position in HAL in Q3 2013 and has held it in 18 quarters since. The position peaked at $3.16M in Q1 2025. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Waverly Advisors held 34,347 shares of Halliburton worth $1.34M as of Q1 2026.
  • Waverly Advisors bought 8,027 Halliburton shares in Q1 2026, an estimated $278K.
  • Halliburton made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #740 holding.
  • Waverly Advisors first reported a position in Halliburton in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's Halliburton position peaked at $3.16M in Q1 2025.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.