Position in HAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$29,279,384
+$12,020,805 QoQ
Shares Held
750,946
+23.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Derivatives in HAL
reported options exposure · as of Jun 30, 2025CallValue
$264,940
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026LPL Financial LLC holds $199,894,267 across 31 Oil & Gas Equipment & Services names. HAL ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
1,254,465 | $64,466,956 | |
| 2 | BKR |
Baker Hughes Co
|
584,594 | $35,689,463 | |
| 3 | FTI |
TechnipFMC plc
|
474,242 | $32,784,349 | |
| 4 | HAL |
Halliburton Co
This page
|
750,946 | $29,279,384 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
112,537 | $6,359,465 | |
| 6 | LBRT |
Liberty Energy Inc.
|
159,210 | $4,585,248 | |
| 7 | AROC |
Archrock, Inc.
|
88,619 | $3,083,941 | |
| 8 | NEXT |
NextDecade Corp
|
400,846 | $3,070,480 |
All Filings in HAL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,279,384 | 750,946 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,258,579 | 610,707 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,528,253 | 549,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,940 | 13,000 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $11,330,953 | 555,984 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,135,732 | 123,600 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $16,635,641 | 655,721 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,430,584 | 641,066 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,903,707 | 478,613 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $220,780 | 7,600 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $722,892 | 21,400 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $15,125,197 | 447,756 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,170,478 | 410,210 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,794,171 | 353,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,303,035 | 328,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,100,805 | 336,490 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,791,852 | 309,477 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,303,487 | 338,081 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,409,472 | 260,336 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,085,423 | 257,826 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,288,824 | 271,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,550,731 | 242,708 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,350,020 | 247,457 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,754,812 | 205,658 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,287,221 | 153,179 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,845,943 | 150,579 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,060,562 | 171,001 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,170,658 | 167,231 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,329,749 | 194,124 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||