B. Riley Wealth Advisors, Inc.

Position in HAL — Halliburton Co

CIK 1464811 MEMPHIS, TN

Position in HAL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,263,075

-$238,117 QoQ

Shares Held

37,204

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#499

of 1,195 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,027,497 across 3 Oil & Gas Equipment & Services names. HAL ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co This page	37,204	$1,263,075
2	LB	LandBridge Co LLC	5,621	$445,408
3	SLB	Slb Limited/Nv	6,862	$319,014

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,263,075	37,204	-3.4%	Shares	Sole	2026-07-14
2026-03-31	$1,501,192	38,502	+5.1%	Shares	Sole	2026-04-27
2025-12-31	$1,035,135	36,629	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$955,119	38,826	+3.8%	Shares	Sole	2025-10-31
2025-06-30	$762,293	37,404	+223.4%	Shares	Sole	2025-08-19
2024-12-31	$314,506	11,567	-5.7%	Shares	Sole	2025-02-25
2024-09-30	$356,472	12,271	-31.3%	Shares	Sole	2024-12-13
2024-06-30	$603,209	17,857	-25.5%	Shares	Sole	2024-08-19
2024-03-31	$944,936	23,971	+25.4%	Shares	Sole	2024-05-16
2023-12-31	$691,260	19,122	-20.2%	Shares	Sole	2024-03-15
2023-09-30	$970,825	23,971	+5.3%	Shares	Sole	2023-12-01
2023-06-30	$750,951	22,763	-54.9%	Shares	Sole	2023-07-27
2023-03-31	$1,595,383	50,423	+43.3%	Shares	Sole	2023-05-17
2022-12-31	$1,384,962	35,196	+178.7%	Shares	Sole	2023-03-15
2022-09-30	$310,925	12,629	+30.0%	Shares	Other	2022-11-22
2022-06-30	$304,536	9,711	-0.9%	Shares	Other	2022-08-12
2022-03-31	$371,049	9,798	-7.0%	Shares	Other	2022-05-02
2020-12-31	$199,054	10,532	-48.8%	Shares	Other	2021-02-04
2020-09-30	$247,879	20,571	+23.7%	Shares	Other	2020-11-09
2020-06-30	$215,818	16,627	-6.8%	Shares	Other	2020-07-31
2020-03-31	$122,168	17,835	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.