Gries Financial’s Halliburton HAL Stock Holding History

Gries Financial’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	-15,358	Closed	-$390K	–	308
2025 Q1	$390K	Buy	+15,358	New	+$404K	0.08%	183

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gries Financial's HAL Position: Q2 2025 in Review

Gries Financial sold out of Halliburton (HAL) in Q2 2025, closing a stake of 15,358 shares — an estimated $390K sold.

Gries Financial first reported a position in HAL in Q1 2025 and held it in 1 quarter. The position peaked at $390K in Q1 2025. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Gries Financial reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
Gries Financial sold 15,358 Halliburton shares in Q2 2025, an estimated $390K.
Gries Financial first reported a position in Halliburton in Q1 2025 and held it in 1 quarter.
Gries Financial's Halliburton position peaked at $390K in Q1 2025.
900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.