Beacon Capital Management LLC (Tennessee)’s Halliburton HAL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-656	Closed	-$13.4K	–	496
2025 Q2	$13.4K	Buy	656 +352	+116%	+$7.38K	﹤0.01%	574
2025 Q1	$7.71K	Buy	304 +2	+0.7%	+$53	﹤0.01%	678
2024 Q4	$8.21K	Buy	302 +2	+0.7%	+$58	﹤0.01%	632
2024 Q3	$8.71K	Hold	300	–	–	﹤0.01%	681
2024 Q2	$10.1K	Sell	300 -1,082	-78%	-$39.9K	﹤0.01%	566
2024 Q1	$54.5K	Buy	1,382 +309	+29%	+$11.1K	0.01%	281
2023 Q4	$43.4K	Buy	1,073 +8	+0.8%	+$308	0.01%	241
2023 Q3	$35.1K	Hold	1,065	–	–	0.01%	310
2023 Q2	$35.1K	Buy	1,065 +1,005	+1,675%	+$31.8K	0.01%	310
2023 Q1	$1.9K	Hold	60	–	–	﹤0.01%	766
2022 Q4	$2.36K	Hold	60	–	–	﹤0.01%	770
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	725
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	782
2022 Q1	$2K	Buy	+60	New	+$1.94K	﹤0.01%	783

Other funds holding HAL

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Beacon Capital Management LLC (Tennessee)'s HAL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Halliburton (HAL) in Q3 2025, closing a stake of 656 shares — an estimated $13.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HAL in Q1 2022 and held it in 14 quarters. The position peaked at $54.5K in Q1 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 656 Halliburton shares in Q3 2025, an estimated $13.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Halliburton in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Halliburton position peaked at $54.5K in Q1 2024.
919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.