Position in HAL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,012
-$5,439 QoQ
Shares Held
236
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,075
of 1,194 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $153,532 across 16 Oil & Gas Equipment & Services names. HAL ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
919 | $37,412 | |
| 2 | KGS |
Kodiak Gas Services, Inc.
|
346 | $25,994 | |
| 3 | FTI |
TechnipFMC plc
|
332 | $22,011 | |
| 4 | WTTR |
Select Water Solutions, Inc.
|
502 | $10,029 | |
| 5 | BKR |
Baker Hughes Co
|
173 | $9,601 | |
| 6 | NOV |
NOV Inc.
|
480 | $8,904 | |
| 7 | HAL |
Halliburton Co
This page
|
236 | $8,012 | |
| 8 | TS |
Tenaris SA
|
99 | $5,493 |
All Filings in HAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,012 | 236 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,451 | 345 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $989 | 35 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $516 | 21 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $387 | 19 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $964 | 38 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,474 | 91 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,220 | 42 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,330 | 69 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,458 | 37 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $397 | 11 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||