Clearstead Trust, LLC

Position in HAL — Halliburton Co

CIK 1708001 PORTLAND, ME

Position in HAL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$183,941

-$30,192 QoQ

Shares Held

5,418

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#890

of 1,195 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Clearstead Trust, LLC holds $261,346 across 7 Oil & Gas Equipment & Services names. HAL ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co This page	5,418	$183,941
2	SLB	Slb Limited/Nv	618	$28,730
3	NOV	NOV Inc.	689	$12,780
4	BKR	Baker Hughes Co	226	$12,543
5	WFRD	Weatherford International plc	120	$9,780
6	FTI	TechnipFMC plc	147	$9,746
7	AROC	Archrock, Inc.	94	$3,826

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,941	5,418	-1.3%	Shares	Sole	2026-08-06
2026-03-31	$214,133	5,492	+2.3%	Shares	Sole	2026-05-06
2025-12-31	$151,756	5,370	0.0%	Shares	Sole	2026-02-09
2025-09-30	$132,102	5,370	+7.4%	Shares	Sole	2025-11-10
2025-06-30	$101,900	5,000	-8.8%	Shares	Sole	2025-08-08
2025-03-31	$139,154	5,485	+9.7%	Shares	Sole	2025-05-09
2024-12-31	$135,895	4,998	0.0%	Shares	Sole	2025-02-10
2024-09-30	$145,191	4,998	0.0%	Shares	Sole	2024-11-13
2024-06-30	$168,832	4,998	0.0%	Shares	Sole	2024-08-09
2024-03-31	$197,021	4,998	0.0%	Shares	Sole	2024-05-10
2023-12-31	$180,677	4,998	-7.3%	Shares	Sole	2024-02-06
2023-09-30	$218,376	5,392	+7.9%	Shares	Sole	2023-11-13
2023-06-30	$164,884	4,998	0.0%	Shares	Sole	2023-08-08
2023-03-31	$158,136	4,998	0.0%	Shares	Sole	2023-05-10
2022-12-31	$196,671	4,998	0.0%	Shares	Sole	2023-02-01
2022-09-30	$123,050	4,998	+2530.5%	Shares	Sole	2022-11-14
2022-06-30	$5,958	190	0.0%	Shares	Sole	2022-08-11
2022-03-31	$7,195	190	-50.0%	Shares	Sole	2022-05-16
2021-12-31	$8,690	380	0.0%	Shares	Sole	2022-02-09
2021-09-30	$8,215	380	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.