CPWA
HAL icon

Cerro Pacific Wealth Advisors’s Halliburton HAL Stock Holding History

Cerro Pacific Wealth 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
2026
Q1 		– Sell
-7,183
Closed -$203K – 165
2025
Q4 		$203K Sell
7,183
-3,665
-34% -$96.8K 0.05% 149
2025
Q3 		$267K Sell
10,848
-2,742
-20% -$60.7K 0.07% 139
2025
Q2 		$277K Buy
13,590
+559
+4% +$11.7K 0.08% 142
2025
Q1 		$354K Sell
13,031
-1,708
-12% -$44.9K 0.12% 116
2024
Q4 		$428K Sell
14,739
-433
-3% -$12.7K 0.14% 109
2024
Q3 		$513K Hold
15,172
– – 0.19% 99
2024
Q2 		$513K Buy
+15,172
New +$560K 0.2% 100
2023
Q1 		$378K Buy
+11,943
New +$442K 0.21% 106

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerro Pacific Wealth Advisors's HAL Position: Q1 2026 in Review

Cerro Pacific Wealth Advisors sold out of Halliburton (HAL) in Q1 2026, closing a stake of 7,183 shares — an estimated $203K sold.

Cerro Pacific Wealth Advisors first reported a position in HAL in Q1 2023 and held it in 8 quarters. The position peaked at $513K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Halliburton position as of Q1 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 7,183 Halliburton shares in Q1 2026, an estimated $203K.
  • Cerro Pacific Wealth Advisors first reported a position in Halliburton in Q1 2023 and held it in 8 quarters.
  • Cerro Pacific Wealth Advisors's Halliburton position peaked at $513K in Q3 2024.
  • 1,203 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.