180 Wealth Advisors’s Halliburton HAL Stock Holding History

180 Wealth Advisors’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,696	Closed	-$239K	–	481
2025 Q3	$239K	Buy	+9,696	New	+$215K	0.03%	403
2024 Q2	–	Sell	-5,362	Closed	-$211K	–	438
2024 Q1	$211K	Buy	+5,362	New	+$192K	0.04%	361
2023 Q1	–	Sell	-5,038	Closed	-$207K	–	374
2022 Q4	$207K	Buy	+5,038	New	+$178K	0.05%	331

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

180 Wealth Advisors's HAL Position: Q4 2025 in Review

180 Wealth Advisors sold out of Halliburton (HAL) in Q4 2025, closing a stake of 9,696 shares — an estimated $239K sold.

180 Wealth Advisors first reported a position in HAL in Q4 2022 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

180 Wealth Advisors reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
180 Wealth Advisors sold 9,696 Halliburton shares in Q4 2025, an estimated $239K.
180 Wealth Advisors first reported a position in Halliburton in Q4 2022 and held it in 3 quarters.
180 Wealth Advisors's Halliburton position peaked at $239K in Q3 2025.
1,013 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.