Halliburton Company
US ˙ NYSE ˙ US4062161017

SecurityHAL / Halliburton Company
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership9,204 shares
Latest Disclosed Value $ 358,858
Sowell Financial Services LLC reports 15.28% increase in ownership of HAL / Halliburton Company

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 9,204 shares of Halliburton Company (US:HAL) valued at $358,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,984 shares of Halliburton Company. This represents a change in shares of 15.28% during the quarter. The current value of the position is $377,640 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F HALLIBURTON COM 406216101 9,204 1,220 15.28 359 59.11 0.0133
2026-01-21 2025-12-31 13F HALLIBURTON COM 406216101 7,984 -12,609 -61.23 226 -55.53 0.0083
2025-10-17 2025-09-30 13F HALLIBURTON COM 406216101 20,593 20,593 507 0.0194
2025-07-14 2025-06-30 13F HALLIBURTON COM 406216101 0 -24,036 -100.00 0 -100.00
2025-04-17 2025-03-31 13F HALLIBURTON COM 406216101 24,036 1,262 5.54 610 -1.62 0.0278
2025-02-07 2024-12-31 13F HALLIBURTON COM 406216101 22,774 22,774 619 0.0326
2024-10-04 2024-09-30 13F HALLIBURTON COM 406216101 0 -17,937 -100.00 0 -100.00
2024-08-13 2024-06-30 13F HALLIBURTON COM 406216101 17,937 4,368 32.19 606 13.27 0.0289
2024-05-03 2024-03-31 13F HALLIBURTON COM 406216101 13,569 -4,236 -23.79 535 -16.93 0.0252
2024-01-24 2023-12-31 13F HALLIBURTON COM 406216101 17,805 -1,035 -5.49 644 -15.60 0.0349
2023-11-08 2023-09-30 13F HALLIBURTON COM 406216101 18,840 -543 -2.80 763 19.41 0.0479
2023-08-14 2023-06-30 13F HALLIBURTON COM 406216101 19,383 5,380 38.42 639 0.0356
2023-05-12 2023-03-31 13F HALLIBURTON STOCK 406216101 14,003 14,003 0 0.0342
2022-05-13 2022-03-31 13F HALLIBURTON CO COM Stock 406216101 0 -24,933 -100.00 0 -100.00
2022-02-09 2021-12-31 13F HALLIBURTON CO COM Stock 406216101 24,933 819 3.40 570 9.40 0.0327
2021-11-04 2021-09-30 13F HALLIBURTON CO COM Stock 406216101 24,114 4,230 21.27 521 13.26 0.0352
2021-08-05 2021-06-30 13F HALLIBURTON CO COM Stock 406216101 19,884 -17,791 -47.22 460 -44.91 0.0305
2021-05-07 2021-03-31 13F HALLIBURTON CO COM Stock 406216101 37,675 13,310 54.63 835 81.13 0.0291
2021-01-13 2020-12-31 13F HALLIBURTON CO COM COM 406216101 24,365 4,109 20.29 461 88.93 0.0197
2020-11-12 2020-09-30 13F HALLIBURTON CO COM COM 406216101 20,256 4,293 26.89 244 17.87 0.0122
2020-08-13 2020-06-30 13F HALLIBURTON CO COM Stock 406216101 15,963 -7,603 -32.26 207 28.57 0.0114
2020-05-12 2020-03-31 13F HALLIBURTON CO COM Stock 406216101 23,566 9,021 62.02 161 -54.78 0.0119
2020-02-07 2019-12-31 13F HALLIBURTON CO COM Stock 406216101 14,545 551 3.94 356 34.85 0.0271
2019-11-14 2019-09-30 13F HALLIBURTON CO COM COM 406216101 13,994 -1,914 -12.03 264 -43.35 0.0218
2019-05-15 2019-03-31 13F HALLIBURTON CO COM Stock 406216101 15,908 653 4.28 466 15.06 0.0520
2019-03-05 2018-12-31 13F HALLIBURTON COM 406216101 15,255 15,255 405 0.0574
2017-05-31 2017-03-31 13F Halliburton Co Com COM 406216101 0 -2,091 -100.00 0 -100.00
2017-02-27 2016-12-31 13F Halliburton Co Com COM 406216101 2,091 2,091 117 0.0392
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.