Bellwether Advisors’s Halliburton HAL Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-600	Closed	-$12.2K	–	312
2025 Q2	$12.2K	Hold	600	–	–	﹤0.01%	349
2025 Q1	$15.2K	Hold	600	–	–	﹤0.01%	295
2024 Q4	$16.3K	Buy	+600	New	+$17.5K	﹤0.01%	301
2023 Q2	–	Sell	-600	Closed	-$19K	–	246
2023 Q1	$19K	Hold	600	–	–	0.01%	248
2022 Q4	$23.6K	Hold	600	–	–	0.01%	236
2022 Q3	$14K	Hold	600	–	–	﹤0.01%	244
2022 Q2	$18K	Hold	600	–	–	0.01%	222
2022 Q1	$22K	Hold	600	–	–	0.01%	247
2021 Q4	$13K	Hold	600	–	–	﹤0.01%	307
2021 Q3	$12K	Hold	600	–	–	﹤0.01%	292
2021 Q2	$13K	Hold	600	–	–	﹤0.01%	249
2021 Q1	$12K	Sell	600 -600	-50%	-$12.6K	﹤0.01%	239
2020 Q4	$22K	Buy	+1,200	New	+$18.6K	0.01%	196

Other funds holding HAL

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return