Synergy Investment Management, LLC
Position in HAL — Halliburton Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in HAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,891
+$6,424 QoQ
Shares Held
203
+1591.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,087
of 1,195 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $75,352 across 4 Oil & Gas Equipment & Services names. HAL ranks #2 (9.1% of the industry book) .
All Filings in HAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,891 | 203 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $467 | 12 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||