Soltis Investment Advisors LLC

Position in HAL — Halliburton Co

CIK 1802530 ST. GEORGE, UT

Position in HAL

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$4,172,436

+$3,857,386 QoQ

Shares Held

107,013

+823.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Energy · as of Mar 31, 2026

Soltis Investment Advisors LLC holds $15,354,266 across 5 Oil & Gas Equipment & Services names. HAL ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	203,547	$10,460,280
2	HAL	Halliburton Co This page	107,013	$4,172,436
3	FTI	TechnipFMC plc	6,285	$434,482
4	BKR	Baker Hughes Co	3,922	$239,438
5	DTI	Drilling Tools International Corp	11,000	$47,630

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,172,436	107,013	+823.6%	Shares	Sole	2026-04-27
2024-12-31	$315,050	11,587	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$335,033	11,533	+0.1%	Shares	Sole	2025-01-03
2024-06-30	$389,078	11,518	+56.0%	Shares	Sole	2024-08-12
2024-03-31	$290,998	7,382	-89.1%	Shares	Sole	2024-05-29
2023-03-31	$2,144,084	67,765	+201.6%	Shares	Sole	2023-05-03
2021-12-31	$513,843	22,468	-0.4%	Shares	Sole	2022-02-09
2021-09-30	$487,639	22,555	0.0%	Shares	Sole	2021-11-09
2021-06-30	$521,471	22,555	0.0%	Shares	Sole	2021-08-04
2021-03-31	$484,030	22,555	+4.6%	Shares	Sole	2021-05-11
2020-12-31	$407,389	21,555	-63.5%	Shares	Sole	2021-02-10
2020-09-30	$712,516	59,130	-0.2%	Shares	Sole	2020-10-28
2020-06-30	$769,129	59,255	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.