EXENCIAL WEALTH ADVISORS, LLC

Position in HAL — Halliburton Co

CIK 1576151 OKLAHOMA CITY, OK

Position in HAL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$277,569

+$40,882 QoQ

Shares Held

7,119

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $1,614,046 across 4 Oil & Gas Equipment & Services names. HAL ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVX	Innovex International, Inc.	25,531	$622,701
2	SLB	Slb Limited/Nv	8,553	$439,538
3	HAL	Halliburton Co This page	7,119	$277,569
4	FTI	TechnipFMC plc	3,967	$274,238

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$277,569	7,119	+13.9%	Shares	Sole	2026-04-28
2022-03-31	$236,687	6,250	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.