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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
Q2 		$1.23M Buy
36,326
+1,979
+6% +$77.3K 0.01% 823
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Waverly Advisors's HAL Position: Q2 2026 in Review

Waverly Advisors increased its Halliburton (HAL) stake by 5.8% in Q2 2026, buying an estimated $77.3K and bringing the position to 36,326 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #823.

Waverly Advisors first reported a position in HAL in Q3 2013 and has held it in 19 quarters since. The position peaked at $3.16M in Q1 2025. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Waverly Advisors held 36,326 shares of Halliburton worth $1.23M as of Q2 2026.
  • Waverly Advisors bought 1,979 Halliburton shares in Q2 2026, an estimated $77.3K.
  • Halliburton made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #823 holding.
  • Waverly Advisors first reported a position in Halliburton in Q3 2013 and has held it in 19 quarters since.
  • Waverly Advisors's Halliburton position peaked at $3.16M in Q1 2025.
  • 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.