Cape Investment Advisory, Inc.

Position in HAL — Halliburton Co

CIK 1944437 MCDONOUGH, GA

Position in HAL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$39,653

+$15,068 QoQ

Shares Held

1,168

+34.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#970

of 1,195 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $348,624 across 6 Oil & Gas Equipment & Services names. HAL ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc.	1,778	$143,057
2	BKR	Baker Hughes Co	2,397	$133,033
3	HAL	Halliburton Co This page	1,168	$39,653
4	SLB	Slb Limited/Nv	570	$26,498
5	TS	Tenaris SA	78	$4,328
6	FTI	TechnipFMC plc	31	$2,055

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,653	1,168	+34.3%	Shares	Defined	2026-07-23
2025-12-31	$24,585	870	+1712.5%	Shares	Defined	2026-02-17
2025-09-30	$1,180	48	-97.2%	Shares	Defined	2025-12-29
2025-06-30	$34,727	1,704	+111.9%	Shares	Defined	2025-08-19
2025-03-31	$20,397	804	+7.1%	Shares	Defined	2025-05-16
2024-12-31	$20,419	751	-9.2%	Shares	Sole	2025-02-05
2024-09-30	$24,024	827	0.0%	Shares	Defined	2024-11-14
2024-06-30	$27,936	827	-49.6%	Shares	Defined	2024-08-15
2024-03-31	$64,688	1,641	-2.1%	Shares	Defined	2024-06-21
2023-12-31	$60,587	1,676	+2.1%	Shares	Defined	2024-02-12
2023-09-30	$66,460	1,641	-23.4%	Shares	Defined	2023-11-07
2023-06-30	$70,631	2,141	+5.4%	Shares	Defined	2023-10-12
2023-03-31	$64,260	2,031	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.