Waverly Advisors, LLC

Position in HAL — Halliburton Co

CIK 1568787 BIRMINGHAM, AL

Position in HAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,339,189

+$595,386 QoQ

Shares Held

34,347

+30.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0.18051067050979708.ToString("F0")% Shared 0.ToString("F0")% None 99.81948932949021.ToString("F0")%

Energy · as of Mar 31, 2026

Waverly Advisors, LLC holds $21,962,976 across 6 Oil & Gas Equipment & Services names. HAL ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	189,914	$9,759,680
2	AROC	Archrock, Inc.	261,141	$9,087,706
3	HAL	Halliburton Co This page	34,347	$1,339,189
4	FTI	TechnipFMC plc	18,488	$1,278,075
5	BKR	Baker Hughes Co	5,219	$318,619
6	PUMP	ProPetro Holding Corp.	12,471	$179,707

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,339,189	34,347	+30.5%	Shares	Sole	2026-05-15
2025-12-31	$743,803	26,320	+5.7%	Shares	Sole	2026-02-17
2025-09-30	$612,417	24,895	-12.3%	Shares	Sole	2025-11-14
2025-06-30	$578,812	28,401	-77.2%	Shares	Sole	2025-08-14
2025-03-31	$3,161,102	124,600	+268.7%	Shares	Sole	2025-05-15
2024-12-31	$918,777	33,791	+417.5%	Shares	Sole	2025-02-14
2024-06-30	$220,583	6,530	+16.0%	Shares	Sole	2024-08-14
2024-03-31	$221,895	5,629	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.