HB Wealth Management, LLC

Position in HAL — Halliburton Co

CIK 1911253 Atlanta, GA

Position in HAL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,698,111

-$128,609 QoQ

Shares Held

50,018

+6.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#87

of 410 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

HB Wealth Management, LLC holds $8,904,725 across 7 Oil & Gas Equipment & Services names. HAL ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co	48,089	$2,668,939
2	SLB	Slb Limited/Nv	50,839	$2,363,505
3	HAL	Halliburton Co This page	50,018	$1,698,111
4	FTI	TechnipFMC plc	19,637	$1,301,933
5	NOV	NOV Inc.	17,538	$325,329
6	RES	Rpc Inc	48,442	$282,416
7	AROC	Archrock, Inc.	6,497	$264,492

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,698,111	50,018	+6.8%	Shares	Sole	2026-07-29
2026-03-31	$1,826,720	46,851	+9.3%	Shares	Sole	2026-04-27
2025-12-31	$1,211,590	42,873	+44.9%	Shares	Sole	2026-01-28
2025-09-30	$728,061	29,596	+50.3%	Shares	Sole	2025-10-23
2025-06-30	$401,221	19,687	+29.4%	Shares	Sole	2025-07-17
2025-03-31	$385,903	15,211	+14.0%	Shares	Sole	2025-05-07
2024-12-31	$362,850	13,345	+17.9%	Shares	Sole	2025-01-15
2024-09-30	$328,700	11,315	-26.7%	Shares	Sole	2024-10-15
2024-06-30	$521,630	15,442	+11.4%	Shares	Sole	2024-07-26
2024-03-31	$546,321	13,859	+12.4%	Shares	Sole	2024-04-30
2023-12-31	$445,621	12,327	-4.7%	Shares	Sole	2024-01-16
2023-09-30	$524,110	12,941	+26.6%	Shares	Sole	2023-10-13
2023-06-30	$337,157	10,220	+31.1%	Shares	Sole	2023-07-13
2023-03-31	$246,665	7,796	+19.3%	Shares	Sole	2023-04-13
2022-12-31	$257,112	6,534	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.