Avidian Wealth Enterprises, LLC

Position in HAL — Halliburton Co

CIK 1471474 HOUSTON, TX

Back to HAL Full portfolio

Position in HAL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$664,741

-$65,697 QoQ

Shares Held

19,580

+4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#604

of 1,195 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Common Shares in HAL Over Time

Shares Held

Position Value (USD)

Derivatives in HAL

reported options exposure · as of Dec 31, 2021

CallValue

$36,592

CallShares

1,600

PutValue

PutShares

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 Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $2,186,975 across 4 Oil & Gas Equipment & Services names. HAL ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	16,677	$775,313
2	HAL	Halliburton Co This page	19,580	$664,741
3	NOV	NOV Inc.	25,678	$476,326
4	WBI	WaterBridge Infrastructure LLC	7,896	$270,595

All Filings in HAL

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,741	19,580	+4.5%	Shares	Sole	2026-07-24
2026-03-31	$730,438	18,734	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$517,836	18,324	+0.6%	Shares	Sole	2026-02-02
2025-09-30	$447,966	18,210	+6.9%	Shares	Sole	2025-10-30
2025-06-30	$347,173	17,035	+4.6%	Shares	Sole	2025-07-30
2025-03-31	$413,074	16,282	-0.4%	Shares	Sole	2025-04-25
2024-12-31	$444,638	16,353	-27.6%	Shares	Sole	2025-01-29
2024-09-30	$656,413	22,596	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$767,312	22,715	-4.3%	Shares	Sole	2024-08-06
2024-03-31	$935,673	23,736	+16.3%	Shares	Sole	2024-05-03
2023-12-31	$737,893	20,412	+13.7%	Shares	Sole	2024-02-06
2023-09-30	$727,380	17,960	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$592,467	17,959	-10.8%	Shares	Sole	2023-08-03
2023-03-31	$637,197	20,139	-12.5%	Shares	Sole	2023-05-08
2022-12-31	$905,443	23,010	+3.8%	Shares	Sole	2023-02-06
2022-09-30	$545,800	22,169	+0.4%	Shares	Sole	2022-11-03
2022-06-30	$692,366	22,078	+4.3%	Shares	Sole	2022-07-29
2022-03-31	$801,480	21,164	+27.1%	Shares	Sole	2022-05-10
2021-12-31	$380,762	16,649	+2.1%	Shares	Sole	2022-02-14
2021-12-31	$36,592	1,600	0.0%	Call	Sole	2022-02-14
2021-09-30	$352,427	16,301	-31.5%	Shares	Sole	2021-11-10
2021-06-30	$550,256	23,800	-14.4%	Shares	Sole	2021-08-09
2021-03-31	$596,588	27,800	-0.4%	Shares	Sole	2021-05-05
2020-12-31	$527,404	27,905	-3.5%	Shares	Sole	2021-02-09
2020-09-30	$348,305	28,905	-2.1%	Shares	Sole	2021-02-03
2020-06-30	$20,768	1,600	—	Call	Sole	2020-08-10
2020-06-30	$383,169	29,520	+6.0%	Shares	Sole	2020-08-10
2020-03-31	$190,745	27,846	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.