Smallwood Wealth Investment Management, LLC
Position in HAL — Halliburton Co
CIK 1921304
RED BANK, NJ
Position in HAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,885
-$429 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,143
of 1,195 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $48,910 across 2 Oil & Gas Equipment & Services names. HAL ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
990 | $46,025 | |
| 2 | HAL |
Halliburton Co
This page
|
85 | $2,885 |
All Filings in HAL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,885 | 85 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,314 | 85 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,402 | 85 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,091 | 85 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,732 | 85 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $2,156 | 85 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||