Annex Advisory Services, LLC

Position in HAL — Halliburton Co

CIK 1542287 BROOKFIELD, WI

Position in HAL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,088,360

-$479,981 QoQ

Shares Held

120,423

+2.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

of 91 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $9,677,055 across 4 Oil & Gas Equipment & Services names. HAL ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co This page	120,423	$4,088,360
2	OII	Oceaneering International Inc	67,302	$2,727,077
3	LB	LandBridge Co LLC	33,466	$2,651,845
4	FTI	TechnipFMC plc	3,164	$209,773

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,088,360	120,423	+2.8%	Shares	Sole	2026-07-10
2026-03-31	$4,568,341	117,167	+4.1%	Shares	Sole	2026-04-16
2025-12-31	$3,181,341	112,574	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.