Position in HAL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$558,024
+$153,596 QoQ
Shares Held
14,312
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026BWM Planning, LLC holds $1,649,978 across 2 Oil & Gas Equipment & Services names. HAL ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLB |
Core Laboratories Inc. /DE/
|
65,036 | $1,091,954 | |
| 2 | HAL |
Halliburton Co
This page
|
14,312 | $558,024 |
All Filings in HAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $558,024 | 14,312 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $404,428 | 14,311 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $306,023 | 12,440 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $231,434 | 11,356 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $285,031 | 11,235 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $301,645 | 11,094 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $322,280 | 11,094 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||