Position in HAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,729,490
+$72,471 QoQ
Shares Held
316,038
+15.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#8
of 181 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Derivatives in HAL
reported options exposure · as of Jun 30, 2026CallValue
$33,950
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $57,734,887 across 22 Oil & Gas Equipment & Services names. HAL ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
311,697 | $20,665,511 | |
| 2 | HAL |
Halliburton Co
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|
316,038 | $10,729,490 | |
| 3 | BKR |
Baker Hughes Co
|
150,194 | $8,335,767 | |
| 4 | SLB |
Slb Limited/Nv
|
154,361 | $7,176,242 | |
| 5 | NOV |
NOV Inc.
|
115,304 | $2,138,889 | |
| 6 | LBRT |
Liberty Energy Inc.
|
40,005 | $1,047,730 | |
| 7 | OII |
Oceaneering International Inc
|
25,557 | $1,035,569 | |
| 8 | AROC |
Archrock, Inc.
|
24,988 | $1,017,261 |
All Filings in HAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,950 | 1,000 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $10,729,490 | 316,038 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,657,019 | 273,327 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,370,680 | 225,431 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,878,573 | 198,316 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,018,045 | 246,224 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,047,352 | 159,533 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,247,138 | 119,424 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,939,249 | 101,179 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,010,203 | 89,112 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,745,918 | 69,658 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,186,243 | 60,477 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,518,021 | 37,482 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||