AWM
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Atticus Wealth Management’s Halliburton HAL Stock Holding History

Atticus Wealth Management’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
-230
Closed -$4.69K – 373
2025
Q2 		$4.69K Buy
230
+30
+15% +$629 ﹤0.01% 526
2025
Q1 		$5.07K Hold
200
– – ﹤0.01% 413
2024
Q4 		$5.44K Buy
200
+100
+100% +$2.92K ﹤0.01% 427
2024
Q3 		$2.9K Hold
100
– – ﹤0.01% 454
2024
Q2 		$3.38K Buy
+100
New +$3.69K ﹤0.01% 446

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

Atticus Wealth Management's HAL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Halliburton (HAL) in Q3 2025, closing a stake of 230 shares — an estimated $4.69K sold.

Atticus Wealth Management first reported a position in HAL in Q2 2024 and held it in 5 quarters. The position peaked at $5.44K in Q4 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Atticus Wealth Management reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 230 Halliburton shares in Q3 2025, an estimated $4.69K.
  • Atticus Wealth Management first reported a position in Halliburton in Q2 2024 and held it in 5 quarters.
  • Atticus Wealth Management's Halliburton position peaked at $5.44K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.