Signals

← Signals

☆HAL

63 in-universe funds with a nonzero position in HAL within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-16 8-K Item(s) 8.01
2026-08-31 Insider Carre Eric (EVP & Chief Financial Officer) disposed via sale ($929,138)
2026-08-19 Insider Slocum Jeffrey Shannon (Director, EVP and COO) disposed via sale ($1,844,751)
2026-08-18 Insider Miller Jeffrey Allen (Director, President & CEO) disposed via sale ($4,356,905)
2026-08-18 Insider Slocum Jeffrey Shannon (Director, EVP and COO) disposed via sale ($565,573)
2026-07-21 8-K Item(s) 2.02, 7.01, 9.01
2026-06-29 8-K Item(s) 8.01
2026-06-18 Insider Carre Eric (EVP & Chief Financial Officer) disposed via sale ($889,282)
2026-05-20 8-K Item(s) 5.07
2026-05-15 Insider Beckwith Van H. (EVP, Secretary and CLO) disposed via sale ($8,189,830)
2026-05-05 Insider Maxwell Michael Casey (President - Western Hemisphere) disposed via sale ($284,844)
2026-05-05 Insider Maxwell Michael Casey (President - Western Hemisphere) disposed via sale ($567,601)
2026-04-30 Insider McKeon Timothy (Senior VP and Treasurer) disposed via sale ($363,510)
2026-04-30 Insider Young Tobi M. disposed via sale ($20,862)
2026-04-21 8-K Item(s) 2.02, 7.01, 9.01
2026-02-11 8-K Item(s) 5.02
2026-01-21 8-K Item(s) 2.02, 7.01, 9.01
2026-01-14 8-K Item(s) 5.02, 7.01, 9.01
2025-12-04 8-K Item(s) 5.02, 7.01, 9.01
2025-12-02 8-K Item(s) 5.02, 7.01, 9.01
2020-02-20 Ownership Dilution filing by HALLIBURTON CO (424B5)

Flow ranking

Rank#874
Score / z0.000 / 0.01
Consensus23.21 over 43 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-13% / 1.6d

Forensics

Clean as of 2026Q2
Accrual ratio-0.011
F-score—
M-score—
Net issuance-75.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-31 Carre Eric 10b5-1 S $929,138
2026-08-19 Slocum Jeffrey Shannon 10b5-1 S $1,844,751
2026-08-18 Miller Jeffrey Allen 10b5-1 S $4,356,905
2026-08-18 Slocum Jeffrey Shannon 10b5-1 S $565,573
2026-06-18 Carre Eric 10b5-1 S $889,282
2026-05-15 Beckwith Van H. 10b5-1 S $8,189,830
2026-05-05 Maxwell Michael Casey 10b5-1 S $284,844
2026-05-05 Maxwell Michael Casey 10b5-1 S $567,601
2026-04-30 McKeon Timothy 10b5-1 S $363,510
2026-04-30 Young Tobi M. S $20,862
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-16 8-K 8.01
2026-07-21 8-K 2.02, 7.01, 9.01
2026-06-29 8-K 8.01
2026-05-20 8-K 5.07
2026-04-21 8-K 2.02, 7.01, 9.01
2026-02-11 8-K/A 5.02
2026-01-21 8-K 2.02, 7.01, 9.01
2026-01-14 8-K 5.02, 7.01, 9.01
2025-12-04 8-K 5.02, 7.01, 9.01
2025-12-02 8-K 5.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-02-20 424B5 HALLIBURTON CO

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 340.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 245.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 144.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 136.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 94.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 43.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 7.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 1.9 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just HAL). Qtrs Held counts distinct quarters this fund has actually held HAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HAL position size. Δ columns are the percentage-point change in HAL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status