Position in HAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$704,432
+$152,006 QoQ
Shares Held
18,067
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Clearstead Advisors, LLC holds $4,911,462 across 9 Oil & Gas Equipment & Services names. HAL ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FET |
Forum Energy Technologies, Inc.
|
20,000 | $1,173,200 | |
| 2 | BKR |
Baker Hughes Co
|
17,855 | $1,090,047 | |
| 3 | FTI |
TechnipFMC plc
|
12,681 | $876,637 | |
| 4 | HAL |
Halliburton Co
This page
|
18,067 | $704,432 | |
| 5 | SLB |
Slb Limited/Nv
|
13,178 | $677,217 | |
| 6 | AROC |
Archrock, Inc.
|
6,453 | $224,564 | |
| 7 | NOV |
NOV Inc.
|
7,553 | $142,071 | |
| 8 | KGS |
Kodiak Gas Services, Inc.
|
367 | $21,403 |
All Filings in HAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,432 | 18,067 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $552,426 | 19,548 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $444,645 | 18,075 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $375,073 | 18,404 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,374 | 2,498 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,703 | 1,166 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,885 | 1,373 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,887 | 1,240 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $62,677 | 1,590 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $64,780 | 1,792 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $69,133 | 1,707 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,107 | 2,307 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,861 | 1,007 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $37,854 | 962 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,792 | 1,007 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $175,866 | 5,608 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $212,374 | 5,608 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $128,254 | 5,608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $133,135 | 6,158 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $158,395 | 6,851 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $145,026 | 6,758 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $105,046 | 5,558 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $66,973 | 5,558 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $72,142 | 5,558 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $38,072 | 5,558 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||