Harvest Investment Advisors, LLC HAL — Halliburton

Ownership history in Harvest Investment Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Harvest Investment Advisors, LLC reported Halliburton (HAL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.07% in 2025 Q4. The latest visible filing shows HAL at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harvest Investment Advisors, LLC's position in Halliburton, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HAL was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HAL stock page Harvest Investment Advisors, LLC fund profile Harvest Investment Advisors, LLC full holdings
How Harvest Investment Advisors, LLC held HAL — position size vs. price
% of Fund (quarterly)    HAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 66,570 +5,925 +9.8% 1.07% $1.9M 2026-02-14 (Est.) $33.65
2025 Q2 ADDED — — — 60,645 +7,935 +15.1% 0.80% $1.2M 2025-08-14 $20.87
2025 Q1 ADDED — — — 52,710 +10,190 +24.0% 0.97% $1.3M 2025-05-12 $20.60
2024 Q4 INITIATED — — — 42,520 — — 0.80% $1.2M 2025-02-14 $25.18

🏢 Other funds also holding HAL

As of 2026 Q2 — sorted by position size

QSM Asset Management Ltd 3.78% Black Cypress Capital Management, LLC 3.7% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.39% SPX Gestao de Recursos Ltda 3Y 7Y 3.31% Canoe Financial LP 3Y 2.43% Gunderson Capital Management LLC 3Y 2.27% Sage Capital Advisors,llc 3Y 7Y 1.96% Merrion Investment Management Co, LLC 3Y 1.78% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.57% SCP Investment, LP 3Y 7Y 1.45%

FAQ About Harvest Investment Advisors, LLC and HAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harvest Investment Advisors, LLC reported owning HAL?

Harvest Investment Advisors, LLC reported HAL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HAL position in Harvest Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for HAL was 1.07% in 2025 Q4.

What is the latest reported HAL position on this page?

The most recent filing on this page is 2025 Q4, when Harvest Investment Advisors, LLC reported 66,570 shares, equal to 1.07% of portfolio, with an estimated market value of $1.9M.

What does the chart on this HAL ownership page compare?

The chart compares Harvest Investment Advisors, LLC's quarterly HAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Harvest Investment Advisors, LLC time their HAL position?

Based on 13F filing dates vs. subsequent HAL price moves, Harvest Investment Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HAL relative to SPY over the holding period was +18.1%.

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