MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV HAL — HALLIBURTON CO

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  ·  4 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported HALLIBURTON CO (HAL) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 3.85% in 2026 Q1. The latest visible filing shows HAL at 3.05% 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 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in HALLIBURTON CO, 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
2026 Q3

HAL was reported at 3.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV fund profile MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV full holdings
How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 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)
2026 Q3 REDUCED — — — 109,854 -1,420 -1.3% 3.05% $3.5M 2026-10-30 $36.17
2026 Q2 REDUCED — — — 111,274 -1,762 -1.6% 3.39% $3.8M 2026-07-28 $31.09
2026 Q1 REDUCED — — — 113,036 -5,857 -4.9% 3.85% $4.4M 2026-05-01 $41.29
2025 Q4 INITIATED — — — 118,893 — — 2.74% $3.4M 2026-01-22 $33.26

🏢 Other funds also holding HAL

As of 2026 Q3 — sorted by position size

Sage Capital Advisors,llc 3Y 7Y 1.75% Merrion Investment Management Co, LLC 3Y 1.71% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.3% Canoe Financial LP 3Y 1.06% Hara Capital LLC 0.79% BUILDER INVESTMENT GROUP INC /ADV 3Y 0.74% Scott & Selber, Inc. 3Y 7Y 0.74% Foster Victor Wealth Advisors, LLC 3Y 7Y 0.68% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.65% Argyle Capital Management, LLC 3Y 7Y 0.63%

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and HAL

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

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning HAL?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported HAL across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported HAL position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for HAL was 3.85% in 2026 Q1.

What is the latest reported HAL position on this page?

The most recent filing on this page is 2026 Q3, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 109,854 shares, equal to 3.05% of portfolio, with an estimated market value of $3.5M.

What does the chart on this HAL ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV'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 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV time their HAL position?

Based on 13F filing dates vs. subsequent HAL price moves, MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HAL relative to SPY over the holding period was -4.4%.

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