Whipplewood Advisors’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.4K Buy
+394
New +$13.6K 0.01% 426
2025
Q3
Sell
-217
Closed -$4.42K 674
2025
Q2
$4.42K Buy
217
+134
+161% +$2.81K ﹤0.01% 720
2025
Q1
$4.34K Sell
83
-136
-62% -$3.58K ﹤0.01% 728
2024
Q4
$5.96K Buy
+219
New +$6.4K ﹤0.01% 657

Other funds holding HAL

Whipplewood Advisors's HAL Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Halliburton (HAL) in Q1 2026: 394 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in HAL as recently as Q2 2025.

Whipplewood Advisors first reported a position in HAL in Q4 2024 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Whipplewood Advisors held 394 shares of Halliburton worth $15.4K as of Q1 2026.
  • Halliburton was a new Whipplewood Advisors position in Q1 2026.
  • Halliburton made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #426 holding.
  • Whipplewood Advisors first reported a position in Halliburton in Q4 2024 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.