Position in HAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,479,849
+$3,072,310 QoQ
Shares Held
268,783
+2.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 59.004160070684385.ToString("F0")%
Shared 0.ToString("F0")%
None 40.995839929315615.ToString("F0")%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Focus Partners Wealth holds $67,748,315 across 13 Oil & Gas Equipment & Services names. HAL ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
352,214 | $21,502,664 | |
| 2 | AROC |
Archrock, Inc.
|
578,547 | $20,133,435 | |
| 3 | HAL |
Halliburton Co
This page
|
268,783 | $10,479,849 | |
| 4 | FTI |
TechnipFMC plc
|
109,427 | $7,564,688 | |
| 5 | SLB |
Slb Limited/Nv
|
114,005 | $5,858,716 | |
| 6 | TS |
Tenaris SA
|
10,605 | $616,998 | |
| 7 | LB |
LandBridge Co LLC
|
5,087 | $351,257 | |
| 8 | WBI |
WaterBridge Infrastructure LLC
|
12,241 | $327,936 |
All Filings in HAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,479,849 | 268,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,407,539 | 262,121 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,425,865 | 57,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,559,233 | 76,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,320,381 | 52,045 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,141,218 | 41,972 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $692,784 | 23,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $656,210 | 19,426 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||