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Crux Wealth Advisors’s Halliburton HAL Stock Holding History

Crux 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
2025
Q2 		– Sell
-8,542
Closed -$217K – 174
2025
Q1 		$217K Sell
8,542
-4,125
-33% -$108K 0.11% 164
2024
Q4 		$344K Buy
+12,667
New +$370K 0.19% 119

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crux Wealth Advisors's HAL Position: Q2 2025 in Review

Crux Wealth Advisors sold out of Halliburton (HAL) in Q2 2025, closing a stake of 8,542 shares — an estimated $217K sold.

Crux Wealth Advisors first reported a position in HAL in Q4 2024 and held it in 2 quarters. The position peaked at $344K in Q4 2024. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Crux Wealth Advisors reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 8,542 Halliburton shares in Q2 2025, an estimated $217K.
  • Crux Wealth Advisors first reported a position in Halliburton in Q4 2024 and held it in 2 quarters.
  • Crux Wealth Advisors's Halliburton position peaked at $344K in Q4 2024.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.