Position in HAL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$15,379
-$1,113 QoQ
Shares Held
453
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,034
of 1,195 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Dogwood Wealth Management LLC holds $230,197 across 8 Oil & Gas Equipment & Services names. HAL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
2,691 | $149,350 | |
| 2 | SLB |
Slb Limited/Nv
|
618 | $28,730 | |
| 3 | HAL |
Halliburton Co
This page
|
453 | $15,379 | |
| 4 | EFXT |
Enerflex Ltd.
|
586 | $14,362 | |
| 5 | PUMP |
ProPetro Holding Corp.
|
813 | $11,658 | |
| 6 | FTI |
TechnipFMC plc
|
89 | $5,900 | |
| 7 | TDW |
Tidewater Inc
|
58 | $3,864 | |
| 8 | FET |
Forum Energy Technologies, Inc.
|
19 | $954 |
All Filings in HAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,379 | 453 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $16,492 | 423 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,280 | 293 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,207 | 293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,747 | 282 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,727 | 344 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,667 | 282 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $9,661 | 286 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||