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Creative Planning HAL Position History
Halliburton Company • Energy
Quarters held
9
Latest value
$20.9M
Q3 2026
Peak value
$20.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $112K |
| Q3 2025 | $7M |
| Q4 2025 | $10.9M |
| Q1 2026 | $211K |
| Q1 2026 | $18.2M |
| Q2 2026 | $172K |
| Q2 2026 | $19.1M |
| Q3 2026 | $156K |
| Q3 2026 | $20.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.9M | 657.0K | — | — |
| Q3 2026 | $156K | 4.9K | — | — |
| Q2 2026 | $19.1M | 561.8K | — | — |
| Q2 2026 | $172K | 5.1K | — | — |
| Q1 2026 | $18.2M | 467.0K | — | — |
| Q1 2026 | $211K | 5.4K | — | — |
| Q4 2025 | $10.9M | 387.2K | — | — |
| Q3 2025 | $7M | 285.8K | — | — |
| Q3 2025 | $112K | 4.5K | — | — |