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Congress Asset Management’s Halliburton HAL Stock Holding History

Congress Asset Management’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
-22,827
Closed -$621K – 386
2024
Q4 		$621K Buy
+22,827
New +$667K ﹤0.01% 336
2015
Q3 		– Sell
-72,913
Closed -$3.14M – 221
2015
Q2 		$3.14M Sell
72,913
-35
-0% -$1.61K 0.09% 153
2015
Q1 		$3.2M Buy
72,948
+10,914
+18% +$455K 0.08% 151
2014
Q4 		$2.44M Buy
62,034
+1,547
+3% +$75.3K 0.06% 166
2014
Q3 		$3.9M Buy
+60,487
New +$4.15M 0.1% 142

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

Congress Asset Management's HAL Position: Q1 2025 in Review

Congress Asset Management sold out of Halliburton (HAL) in Q1 2025, closing a stake of 22,827 shares — an estimated $621K sold.

Congress Asset Management first reported a position in HAL in Q3 2014 and held it in 5 quarters. The position peaked at $3.9M in Q3 2014. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Congress Asset Management reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 22,827 Halliburton shares in Q1 2025, an estimated $621K.
  • Congress Asset Management first reported a position in Halliburton in Q3 2014 and held it in 5 quarters.
  • Congress Asset Management's Halliburton position peaked at $3.9M in Q3 2014.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.