Position in HAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$825,290
-$56,975 QoQ
Shares Held
24,309
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#556
of 1,195 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,425,251 across 6 Oil & Gas Equipment & Services names. HAL ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
41,661 | $1,936,819 | |
| 2 | OII |
Oceaneering International Inc
|
21,106 | $855,215 | |
| 3 | FTI |
TechnipFMC plc
|
12,678 | $840,551 | |
| 4 | HAL |
Halliburton Co
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|
24,309 | $825,290 | |
| 5 | WHD |
Cactus, Inc.
|
9,471 | $485,199 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
55,169 | $482,177 |
All Filings in HAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,290 | 24,309 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $882,265 | 22,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $629,745 | 22,284 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $245,579 | 12,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,725 | 18,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $317,579 | 11,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $396,735 | 13,657 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $261,423 | 7,739 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $314,019 | 7,966 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $248,603 | 6,877 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $274,063 | 6,767 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $222,988 | 100,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,490 | 7,348 | Shares | Sole | 2023-06-05 | |
| 2022-06-30 | $227,140 | 7,243 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $250,396 | 6,612 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||