BCM Advisors’s Halliburton HAL Stock Holding History

BCM 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
2023 Q2	–	Sell	-8,996	Closed	-$293K	–	62
2023 Q1	$293K	Buy	+8,996	New	+$333K	0.08%	55
2017 Q1	–	Sell	-1,560	Closed	-$84K	–	57
2016 Q4	$84K	Buy	+1,560	New	+$77.8K	0.06%	39

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BCM Advisors's HAL Position: Q2 2023 in Review

BCM Advisors sold out of Halliburton (HAL) in Q2 2023, closing a stake of 8,996 shares — an estimated $293K sold.

BCM Advisors first reported a position in HAL in Q4 2016 and held it in 2 quarters. The position peaked at $293K in Q1 2023. 914 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

BCM Advisors reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
BCM Advisors sold 8,996 Halliburton shares in Q2 2023, an estimated $293K.
BCM Advisors first reported a position in Halliburton in Q4 2016 and held it in 2 quarters.
BCM Advisors's Halliburton position peaked at $293K in Q1 2023.
914 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on BCM Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.