Summit Financial, LLC

Position in HAL — Halliburton Co

CIK 1765536 PARSIPPANY, NJ

Position in HAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$472,448

-$12,743 QoQ

Shares Held

13,916

+11.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#672

of 1,195 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Summit Financial, LLC holds $3,279,568 across 4 Oil & Gas Equipment & Services names. HAL ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	29,042	$1,350,162
2	NOV	NOV Inc.	60,881	$1,129,342
3	HAL	Halliburton Co This page	13,916	$472,448
4	BKR	Baker Hughes Co	5,903	$327,616

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,448	13,916	+11.8%	Shares	Sole	2026-08-12
2026-03-31	$485,191	12,444	+34.2%	Shares	Sole	2026-05-15
2025-12-31	$262,139	9,276	+11.5%	Shares	Sole	2026-02-13
2025-09-30	$204,672	8,320	-25.4%	Shares	Sole	2025-11-14
2025-06-30	$227,216	11,149	+7.9%	Shares	Sole	2025-08-13
2025-03-31	$262,249	10,337	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.