Wealth Advisors of Tampa Bay’s Halliburton HAL Stock Holding History

Wealth Advisors of Tampa Bay’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	$755K	Sell	19,364 -946	-5%	-$32.7K	0.25%	71
2025 Q4	$574K	Sell	20,310 -4,350	-18%	-$115K	0.2%	73
2025 Q3	$607K	Buy	24,660 +1,275	+5%	+$28.2K	0.2%	72
2025 Q2	$477K	Buy	23,385 +13,360	+133%	+$280K	0.18%	72
2025 Q1	$254K	Buy	+10,025	New	+$264K	0.1%	81

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Advisors of Tampa Bay's HAL Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Halliburton (HAL) stake by 4.7% in Q1 2026, selling an estimated $32.7K and leaving 19,364 shares worth $755K. The position accounts for 0.25% of the portfolio, ranked #71.

Wealth Advisors of Tampa Bay first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Wealth Advisors of Tampa Bay held 19,364 shares of Halliburton worth $755K as of Q1 2026.
Wealth Advisors of Tampa Bay sold 946 Halliburton shares in Q1 2026, an estimated $32.7K.
Halliburton made up 0.25% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #71 holding.
Wealth Advisors of Tampa Bay first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.