Skip to main content

Waverly Advisors, LLC

Position in HAL — Halliburton Co

CIK 1568787 BIRMINGHAM, AL

Position in HAL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,233,267
-$105,922 QoQ
Shares Held
36,326
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#503
of 1,201 holders
Holding Since
Mar 2024
9 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, 2026

Waverly Advisors, LLC holds $22,448,738 across 7 Oil & Gas Equipment & Services names. HAL ranks #4 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 HAL
Halliburton Co
This page
36,326 $1,233,267

All Filings in HAL

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,233,267 36,326
2026-03-31 $1,339,189 34,347
2025-12-31 $743,803 26,320
2025-09-30 $612,417 24,895
2025-06-30 $578,812 28,401
2025-03-31 $3,161,102 124,600
2024-12-31 $918,777 33,791
2024-06-30 $220,583 6,530
2024-03-31 $221,895 5,629