Position in HAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,003,115
-$438,961 QoQ
Shares Held
88,457
+0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#365
of 1,195 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $28,847,693 across 38 Oil & Gas Equipment & Services names. HAL ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
166,307 | $7,731,612 | |
| 2 | INVX |
Innovex International, Inc.
|
273,951 | $6,793,984 | |
| 3 | FTI |
TechnipFMC plc
|
77,877 | $5,163,245 | |
| 4 | HAL |
Halliburton Co
This page
|
88,457 | $3,003,115 | |
| 5 | AESI |
Atlas Energy Solutions Inc.
|
123,892 | $2,057,846 | |
| 6 | BKR |
Baker Hughes Co
|
29,955 | $1,662,502 | |
| 7 | TS |
Tenaris SA
|
12,816 | $711,159 | |
| 8 | NOV |
NOV Inc.
|
14,921 | $276,784 |
All Filings in HAL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,003,115 | 88,457 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,442,076 | 88,281 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,350,158 | 83,162 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,936,674 | 119,377 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,689,793 | 131,982 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,673,414 | 105,377 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,302,313 | 84,675 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,445,748 | 84,191 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,859,420 | 55,045 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,670,264 | 42,371 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,262,574 | 34,926 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,402,029 | 34,618 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,941,791 | 58,860 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,384,566 | 43,760 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,746,628 | 44,387 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,689,941 | 68,641 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,833,305 | 58,460 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,322,453 | 61,327 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,867,134 | 169,092 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,861,634 | 178,614 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $4,959,956 | 214,531 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $4,522,995 | 210,764 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,039,498 | 160,820 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,555,462 | 129,084 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||