Position in HAL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$18,417,433
+$7,476,151 QoQ
Shares Held
472,363
+22.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6691887383220108.ToString("F0")%
Shared 0.ToString("F0")%
None 99.330811261678.ToString("F0")%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Derivatives in HAL
reported options exposure · as of Mar 31, 2020CallValue
$2,740
CallShares
400
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, 2026Creative Planning holds $112,454,305 across 31 Oil & Gas Equipment & Services names. HAL ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
394,630 | $20,280,034 | |
| 2 | HAL |
Halliburton Co
This page
|
472,363 | $18,417,433 | |
| 3 | FTI |
TechnipFMC plc
|
202,478 | $13,997,304 | |
| 4 | BKR |
Baker Hughes Co
|
123,999 | $7,570,138 | |
| 5 | NOV |
NOV Inc.
|
340,621 | $6,407,081 | |
| 6 | LBRT |
Liberty Energy Inc.
|
205,544 | $5,919,667 | |
| 7 | RES |
Rpc Inc
|
790,605 | $5,597,483 | |
| 8 | TS |
Tenaris SA
|
72,820 | $4,236,667 |
All Filings in HAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,417,433 | 472,363 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,941,282 | 387,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,142,289 | 290,337 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,331,401 | 212,532 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,321,880 | 170,354 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,824,593 | 177,440 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,041,772 | 173,555 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,241,262 | 155,159 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,781,021 | 146,652 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,478,297 | 123,881 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,531,301 | 111,884 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,737,700 | 113,298 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,469,262 | 109,648 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,222,648 | 107,310 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,480,858 | 100,766 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,041,700 | 96,993 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,151,995 | 83,232 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,061,593 | 90,144 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,284,001 | 105,643 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,291,978 | 99,134 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,153,210 | 100,336 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,847,172 | 97,734 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,264,069 | 104,902 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,347,246 | 103,794 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $652,188 | 95,210 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $2,740 | 400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||