Position in HAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$314,377
-$55,443 QoQ
Shares Held
9,260
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#766
of 1,195 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026BSW Wealth Partners holds $700,809 across 2 Oil & Gas Equipment & Services names. HAL ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TS |
Tenaris SA
|
6,964 | $386,432 | |
| 2 | HAL |
Halliburton Co
This page
|
9,260 | $314,377 |
All Filings in HAL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,377 | 9,260 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $369,820 | 9,485 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $277,089 | 9,805 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $244,465 | 9,636 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $306,913 | 10,565 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $340,097 | 10,068 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $366,172 | 9,289 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $268,879 | 6,639 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $243,070 | 7,368 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $233,629 | 7,384 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $310,904 | 7,901 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||