ATC
HAL icon

Advantage Trust Company’s Halliburton HAL Stock Holding History

Advantage Trust Company’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
Q3 		– Sell
-1,500
Closed -$30.6K – 198
2025
Q2 		$30.6K Hold
1,500
– – 0.02% 148
2025
Q1 		$38.1K Hold
1,500
– – 0.02% 111
2024
Q4 		$40.8K Hold
1,500
– – 0.02% 115
2024
Q3 		$43.6K Hold
1,500
– – 0.03% 106
2024
Q2 		$50.7K Hold
1,500
– – 0.04% 111
2024
Q1 		$59.1K Hold
1,500
– – 0.04% 99
2023
Q4 		$54.2K Buy
+1,500
New +$57.7K 0.04% 109

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advantage Trust Company's HAL Position: Q3 2025 in Review

Advantage Trust Company sold out of Halliburton (HAL) in Q3 2025, closing a stake of 1,500 shares — an estimated $30.6K sold.

Advantage Trust Company first reported a position in HAL in Q4 2023 and held it in 7 quarters. The position peaked at $59.1K in Q1 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Advantage Trust Company reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 1,500 Halliburton shares in Q3 2025, an estimated $30.6K.
  • Advantage Trust Company first reported a position in Halliburton in Q4 2023 and held it in 7 quarters.
  • Advantage Trust Company's Halliburton position peaked at $59.1K in Q1 2024.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.