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Wilkerson Advisory Group’s Halliburton HAL Stock Holding History

Wilkerson Advisory Group’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 		$105K Buy
3,084
+406
+15% +$15.9K 0.03% 158
2026
Q1 		$104K Buy
2,678
+1,429
+114% +$49.4K 0.04% 140
2025
Q4 		$35.3K Buy
+1,249
New +$33K 0.01% 191

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wilkerson Advisory Group's HAL Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Halliburton (HAL) stake by 15% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,084 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #158.

Wilkerson Advisory Group first reported a position in HAL in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Wilkerson Advisory Group held 3,084 shares of Halliburton worth $105K as of Q2 2026.
  • Wilkerson Advisory Group bought 406 Halliburton shares in Q2 2026, an estimated $15.9K.
  • Halliburton made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Wilkerson Advisory Group first reported a position in Halliburton in Q4 2025 and has held it in 3 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.