Position in HAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$115,124
+$9,072 QoQ
Shares Held
3,391
+24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#916
of 1,195 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $586,384 across 20 Oil & Gas Equipment & Services names. HAL ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
5,095 | $337,798 | |
| 2 | HAL |
Halliburton Co
This page
|
3,391 | $115,124 | |
| 3 | BKR |
Baker Hughes Co
|
823 | $45,676 | |
| 4 | TS |
Tenaris SA
|
352 | $19,532 | |
| 5 | AROC |
Archrock, Inc.
|
375 | $15,266 | |
| 6 | OIS |
Oil States International, Inc
|
1,035 | $8,290 | |
| 7 | SLB |
Slb Limited/Nv
|
178 | $8,275 | |
| 8 | NESR |
National Energy Services Reunited Corp.
|
266 | $7,961 |
All Filings in HAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,124 | 3,391 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $106,052 | 2,720 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $68,784 | 2,434 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $49,470 | 2,011 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,418 | 1,100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $45,057 | 1,776 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $734 | 27 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,249 | 43 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,790 | 53 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,458 | 37 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $759 | 21 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $850 | 21 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $692 | 21 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $664 | 21 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $826 | 21 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||