Annex Advisory Services Boosts Halliburton Stake with $3.18M Investment

Hedge fund adds over 112,000 shares of oilfield services company in Q4

Apr. 16, 2026 at 7:03am

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An extreme close-up of complex, industrial machinery and equipment used in oil and gas operations, dramatically lit to convey a sense of power and technological innovation without any text or identifiable branding.Annex Advisory Services' substantial new investment in Halliburton signals continued institutional confidence in the oilfield services company's long-term prospects.Houston Today

Annex Advisory Services LLC purchased a new position in shares of Halliburton Company (NYSE:HAL) in the 4th quarter, according to a recent SEC filing. The firm bought 112,574 shares of the oilfield services company's stock, valued at approximately $3,181,000.

Why it matters

The investment by Annex Advisory Services, a prominent hedge fund, signals continued institutional confidence in Halliburton's prospects despite recent market volatility in the energy sector. Halliburton is a leading global provider of products and services to the oil and gas industry, making this a significant vote of confidence in the company's long-term outlook.

The details

Annex Advisory Services' new position in Halliburton represents a substantial increase in the hedge fund's exposure to the oilfield services company. In the 4th quarter, the firm purchased 112,574 shares of Halliburton stock, valued at around $3.18 million. This adds to Annex's existing holdings and suggests the fund sees further upside potential in Halliburton's share price.

  • Annex Advisory Services made the investment in the 4th quarter of 2025.

The players

Annex Advisory Services LLC

A prominent hedge fund that has increased its stake in Halliburton, signaling continued institutional confidence in the oilfield services company.

Halliburton Company

A leading global provider of products and services to the oil and gas industry, headquartered in Houston, Texas.

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The takeaway

Annex Advisory Services' substantial new investment in Halliburton suggests the hedge fund sees strong long-term potential in the oilfield services company, even as the energy sector navigates market volatility. This vote of confidence from a prominent institutional investor could signal broader optimism about Halliburton's future prospects.