Massachusetts Wealth Management

Position in HAL — Halliburton Co

CIK 1966011 NORTH ANDOVER, MA

Position in HAL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,428,446

-$189,639 QoQ

Shares Held

42,075

+1.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#481

of 1,195 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Massachusetts Wealth Management holds $7,198,483 across 3 Oil & Gas Equipment & Services names. HAL ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	89,911	$4,179,962
2	BKR	Baker Hughes Co	28,650	$1,590,075
3	HAL	Halliburton Co This page	42,075	$1,428,446

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,428,446	42,075	+1.4%	Shares	Sole	2026-08-03
2026-03-31	$1,618,085	41,500	+5.1%	Shares	Sole	2026-04-15
2025-12-31	$1,116,270	39,500	-0.9%	Shares	Sole	2026-01-26
2025-09-30	$980,925	39,875	-6.3%	Shares	Sole	2025-10-21
2025-06-30	$867,678	42,575	-2.3%	Shares	Sole	2025-07-23
2025-03-31	$1,105,497	43,575	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$1,187,523	43,675	+180.9%	Shares	Sole	2025-01-27
2024-09-30	$451,727	15,550	-14.4%	Shares	Sole	2024-10-23
2024-06-30	$613,951	18,175	-0.8%	Shares	Sole	2024-08-01
2024-03-31	$722,371	18,325	+1.7%	Shares	Sole	2024-04-19
2023-12-31	$651,603	18,025	0.0%	Shares	Sole	2024-01-25
2023-09-30	$730,012	18,025	-2.7%	Shares	Sole	2023-10-25
2023-06-30	$611,139	18,525	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$581,385	18,375	-0.5%	Shares	Sole	2023-04-27
2022-12-31	$726,991	18,475	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.