Position in HAL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$201,323
-$20,686 QoQ
Shares Held
5,930
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#170
of 298 holders
Holding Since
Dec 2021
13 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, 2026Confluence Wealth Services, Inc. holds $738,333 across 2 Oil & Gas Equipment & Services names. HAL ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAC |
USA Compression Partners, LP
|
20,349 | $537,010 | |
| 2 | HAL |
Halliburton Co
This page
|
5,930 | $201,323 |
All Filings in HAL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,323 | 5,930 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $222,009 | 5,694 | Shares | Sole | 2026-05-07 | |
| 2024-06-30 | $281,995 | 8,348 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $327,540 | 8,309 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $270,944 | 7,495 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $301,927 | 7,455 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $202,063 | 6,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $209,994 | 6,637 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $325,818 | 8,280 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $203,385 | 8,261 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $290,174 | 9,253 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $329,279 | 8,695 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $221,473 | 9,684 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||