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	–	238
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 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 $3.37T AUM 44.26% 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

Bellwether Advisors's HAL Position: Q3 2025 in Review

Bellwether Advisors sold out of Halliburton (HAL) in Q3 2025, closing a stake of 600 shares — an estimated $12.2K sold.

Bellwether Advisors first reported a position in HAL in Q4 2020 and held it in 13 quarters. The position peaked at $23.6K in Q4 2022. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

Bellwether Advisors reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 600 Halliburton shares in Q3 2025, an estimated $12.2K.
Bellwether Advisors first reported a position in Halliburton in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Halliburton position peaked at $23.6K in Q4 2022.
919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.