J.W. COLE ADVISORS, INC.

Position in HAL — Halliburton Co

CIK 1404763 TAMPA, FL

Position in HAL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$793,784

+$16,267 QoQ

Shares Held

23,381

-15.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#564

of 1,195 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $4,148,625 across 5 Oil & Gas Equipment & Services names. HAL ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	43,221	$2,009,344
2	HAL	Halliburton Co This page	23,381	$793,784
3	BKR	Baker Hughes Co	13,169	$730,879
4	AROC	Archrock, Inc.	9,259	$376,933
5	FTI	TechnipFMC plc	3,585	$237,685

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,784	23,381	-15.0%	Shares	Sole	2026-07-21
2025-12-31	$777,517	27,513	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$674,679	27,426	-14.2%	Shares	Sole	2025-11-05
2025-06-30	$651,304	31,958	+36.7%	Shares	Sole	2025-08-12
2025-03-31	$592,922	23,371	+37.9%	Shares	Sole	2025-05-05
2024-12-31	$460,952	16,953	+135.0%	Shares	Sole	2025-01-31
2024-03-31	$284,415	7,215	-3.0%	Shares	Sole	2024-04-30
2023-12-31	$268,956	7,440	-7.5%	Shares	Sole	2024-01-31
2023-09-30	$325,579	8,039	-56.4%	Shares	Sole	2023-10-24
2023-06-30	$608,203	18,436	-1.8%	Shares	Sole	2023-07-27
2023-03-31	$594,230	18,781	+29.5%	Shares	Sole	2023-05-03
2022-12-31	$570,693	14,503	+11.8%	Shares	Sole	2023-02-14
2022-09-30	$319,370	12,972	+18.3%	Shares	Sole	2022-10-31
2022-06-30	$343,831	10,964	+56.0%	Shares	Sole	2022-07-27
2022-03-31	$266,150	7,028	-37.1%	Shares	Sole	2022-06-10
2020-09-30	$134,646	11,174	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.