KINGSWOOD WEALTH ADVISORS, LLC

Position in HAL — Halliburton Co

CIK 1987855 SAN DIEGO, CA

Position in HAL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$251,641

-$16,744 QoQ

Shares Held

6,454

-32.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $5,766,328 across 4 Oil & Gas Equipment & Services names. HAL ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LB	LandBridge Co LLC	65,732	$4,538,794
2	SLB	Slb Limited/Nv	18,045	$927,332
3	HAL	Halliburton Co This page	6,454	$251,641
4	DWSN	Dawson Geophysical Co	14,035	$48,561

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$251,641	6,454	-32.0%	Shares	Sole	2026-04-28
2025-12-31	$268,385	9,497	+15.2%	Shares	Sole	2026-01-28
2025-09-30	$202,827	8,245	+1.5%	Shares	Sole	2025-10-23
2025-03-31	$206,055	8,122	-16.2%	Shares	Sole	2025-07-25
2024-06-30	$327,429	9,693	+60.7%	Shares	Sole	2024-07-09
2024-03-31	$237,742	6,031	-42.3%	Shares	Sole	2024-04-15
2023-12-31	$377,695	10,448	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.