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Root Financial Partners, LLC

Position in HAL — Halliburton Co

CIK 1977181 ENCINITAS, CA

Position in HAL

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$122,038
+$70,125 QoQ
Shares Held
3,130
+70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in HAL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Mar 31, 2026

Root Financial Partners, LLC holds $795,664 across 33 Oil & Gas Equipment & Services names. HAL ranks #3 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HAL
Halliburton Co
This page
3,130 $122,038

All Filings in HAL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $122,038 3,130
2025-12-31 $51,913 1,837
2025-09-30 $32,201 1,309