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Comprehensive Financial Consultants Institutional’s Halliburton HAL Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-61,644
Closed -$1.68M – 180
2024
Q4 		$1.68M Buy
61,644
+3,559
+6% +$104K 0.61% 60
2024
Q3 		$1.69M Buy
58,085
+1,122
+2% +$35.4K 0.62% 57
2024
Q2 		$1.92M Buy
56,963
+5,111
+10% +$189K 0.75% 52
2024
Q1 		$2.04M Buy
51,852
+2,311
+5% +$82.8K 0.85% 43
2023
Q4 		$1.79M Buy
49,541
+3,311
+7% +$127K 0.83% 42
2023
Q3 		$1.87M Buy
46,230
+2,217
+5% +$86.8K 0.98% 34
2023
Q2 		$1.64M Buy
44,013
+726
+2% +$22.9K 0.87% 36
2023
Q1 		$1.37M Sell
43,287
-2,014
-4% -$74.6K 0.77% 41
2022
Q4 		$1.91M Buy
45,301
+140
+0.3% +$4.96K 1.15% 25
2022
Q3 		$1.35M Buy
45,161
+1,871
+4% +$53.5K 0.89% 40
2022
Q2 		$1.24M Sell
43,290
-843
-2% -$31.4K 0.88% 36
2022
Q1 		$1.65M Sell
44,133
-1,599
-3% -$51.7K 1.15% 29
2021
Q4 		$1.49M Buy
+45,732
New +$1.08M 0.95% 29

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's HAL Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Halliburton (HAL) in Q1 2025, closing a stake of 61,644 shares — an estimated $1.68M sold.

Comprehensive Financial Consultants Institutional first reported a position in HAL in Q4 2021 and held it in 13 quarters. The position peaked at $2.04M in Q1 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 61,644 Halliburton shares in Q1 2025, an estimated $1.68M.
  • Comprehensive Financial Consultants Institutional first reported a position in Halliburton in Q4 2021 and held it in 13 quarters.
  • Comprehensive Financial Consultants Institutional's Halliburton position peaked at $2.04M in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.