GoalVest Advisory LLC

Position in HAL — Halliburton Co

CIK 1839307 NEW YORK, NY

Position in HAL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$45,391

-$2,878 QoQ

Shares Held

1,337

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#964

of 1,195 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,377,762 across 6 Oil & Gas Equipment & Services names. HAL ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co	40,643	$2,255,686
2	HAL	Halliburton Co This page	1,337	$45,391
3	SLB	Slb Limited/Nv	630	$29,288
4	NOV	NOV Inc.	1,431	$26,545
5	LBRT	Liberty Energy Inc.	620	$16,237
6	WTTR	Select Water Solutions, Inc.	231	$4,615

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,391	1,337	+8.0%	Shares	Sole	2026-07-09
2026-03-31	$48,269	1,238	0.0%	Shares	Sole	2026-04-13
2025-12-31	$34,985	1,238	+30850.0%	Shares	Sole	2026-01-05
2025-03-31	$101	4	-97.5%	Shares	Sole	2025-04-07
2024-12-31	$4,350	160	+290.2%	Shares	Sole	2025-01-17
2023-06-30	$1,352	41	0.0%	Shares	Sole	2023-07-17
2023-03-31	$1,297	41	0.0%	Shares	Sole	2023-04-03
2022-12-31	$1,613	41	0.0%	Shares	Sole	2023-01-06
2022-09-30	$1,009	41	0.0%	Shares	Sole	2022-10-11
2022-06-30	$1,285	41	0.0%	Shares	Sole	2022-07-06
2022-03-31	$1,552	41	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.