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Harvest Investment Advisors’s Halliburton HAL Stock Holding History

Harvest Investment 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
Q4 		$1.88M Buy
+66,570
New +$1.76M 1.07% 37
2025
Q2 		$1.24M Buy
60,645
+7,935
+15% +$166K 0.8% 49
2025
Q1 		$1.34M Buy
52,710
+10,190
+24% +$268K 0.97% 42
2024
Q4 		$1.16M Buy
+42,520
New +$1.24M 0.8% 48

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harvest Investment Advisors's HAL Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Halliburton (HAL) in Q4 2025: 66,570 shares worth $1.88M. The stake represents 1.07% of the portfolio and ranks #37 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in HAL as recently as Q2 2025.

Harvest Investment Advisors first reported a position in HAL in Q4 2024 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • Harvest Investment Advisors held 66,570 shares of Halliburton worth $1.88M as of Q4 2025.
  • Halliburton was a new Harvest Investment Advisors position in Q4 2025.
  • Halliburton made up 1.07% of Harvest Investment Advisors's portfolio in Q4 2025, its #37 holding.
  • Harvest Investment Advisors first reported a position in Halliburton in Q4 2024 and has held it in 4 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.