Avalon Trust’s Halliburton HAL Stock Holding History

Avalon Trust’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	-24	Closed	-$591	–	526
2025 Q3	$591	Buy	+24	New	+$531	﹤0.01%	534

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

Avalon Trust's HAL Position: Q4 2025 in Review

Avalon Trust sold out of Halliburton (HAL) in Q4 2025, closing a stake of 24 shares — an estimated $591 sold.

Avalon Trust first reported a position in HAL in Q3 2025 and held it in 1 quarter. The position peaked at $591 in Q3 2025. 1,013 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

Avalon Trust reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 24 Halliburton shares in Q4 2025, an estimated $591.
Avalon Trust first reported a position in Halliburton in Q3 2025 and held it in 1 quarter.
Avalon Trust's Halliburton position peaked at $591 in Q3 2025.
1,013 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.