HALLIBURTON CO · CUSIP 406216101 · CIK 1056581
As of 2026-06-30, GENDELL JEFFREY L reported 977.49K HAL (shares), valued at $33.19M, or 0.30% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares unchanged; reported value decreased 12.93%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.30% | 977,489 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 0.52% | 977,489 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 0.45% | 921,100 | SEC filing ↗Filed Feb 13, 2026Combination report |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.69% | 627,149 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 1.14% | 1,334,203 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.65% | 1,809,882 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 2.31% | 1,957,588 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 2.20% | 1,447,075 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 1.20% | 612,075 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 0.88% | 380,000 | SEC filing ↗Filed Nov 13, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.88% | 380,000 | $15.39M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.20% | 612,075 | $22.13M | Shares increased 61.07%; reported value increased 43.77%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.20% | 1,447,075 | $57.04M | Shares increased 136.42%; reported value increased 157.81%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.31% | 1,957,588 | $66.13M | Shares increased 35.28%; reported value increased 15.92%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.65% | 1,809,882 | $52.58M | Shares decreased 7.55%; reported value decreased 20.49%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.14% | 1,334,203 | $36.28M | Shares decreased 26.28%; reported value decreased 31.00%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.69% | 627,149 | $15.91M | Shares decreased 52.99%; reported value decreased 56.14%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | 0.45% | 921,100 | $26.03M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.52% | 977,489 | $38.11M | Shares increased 6.12%; reported value increased 46.42%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.30% | 977,489 | $33.19M | Shares unchanged; reported value decreased 12.93%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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