Position in HAL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,253,184
+$919,433 QoQ
Shares Held
57,789
+22.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $6,776,474 across 34 Oil & Gas Equipment & Services names. HAL ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
This page
|
57,789 | $2,253,184 | |
| 2 | FTI |
TechnipFMC plc
|
23,143 | $1,599,873 | |
| 3 | BKR |
Baker Hughes Co
|
11,736 | $716,473 | |
| 4 | SLB |
Slb Limited/Nv
|
11,245 | $577,873 | |
| 5 | TS |
Tenaris SA
|
5,100 | $296,711 | |
| 6 | LBRT |
Liberty Energy Inc.
|
9,956 | $286,727 | |
| 7 | SEI |
Solaris Energy Infrastructure, Inc.
|
2,723 | $153,875 | |
| 8 | NOV |
NOV Inc.
|
7,833 | $147,332 |
All Filings in HAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,253,184 | 57,789 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,333,751 | 47,196 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,189,899 | 48,370 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,033,038 | 50,689 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $959,973 | 37,839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $995,476 | 36,612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,046,928 | 36,039 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,246,005 | 36,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,456,802 | 36,956 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $318,805 | 8,819 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $379,687 | 9,375 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $325,939 | 9,880 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $400,909 | 12,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $521,544 | 13,254 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,191 | 13,046 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $154,133 | 4,915 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $187,342 | 4,947 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $113,114 | 4,946 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||