Jacobs Levy Equity Management
HAL icon

Jacobs Levy Equity Management’s Halliburton HAL Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-1,309,298
Closed -$26.7M – 1024
2025
Q2 		$26.7M Sell
1,309,298
-94,227
-7% -$1.98M 0.1% 184
2025
Q1 		$35.6M Buy
+1,403,525
New +$36.9M 0.14% 157
2024
Q2 		– Sell
-40,983
Closed -$1.62M – 1000
2024
Q1 		$1.62M Buy
+40,983
New +$1.47M 0.01% 632
2022
Q2 		– Sell
-87,299
Closed -$3.31M – 1035
2022
Q1 		$3.31M Sell
87,299
-67,950
-44% -$2.2M 0.02% 506
2021
Q4 		$3.55M Sell
155,249
-6,914
-4% -$164K 0.02% 497
2021
Q3 		$3.51M Buy
+162,163
New +$3.32M 0.02% 503
2019
Q2 		– Sell
-317,460
Closed -$9.3M – 971
2019
Q1 		$9.3M Sell
317,460
-93,080
-23% -$2.81M 0.13% 197
2018
Q4 		$10.9M Sell
410,540
-152,880
-27% -$5.16M 0.19% 130
2018
Q3 		$22.8M Buy
563,420
+555,950
+7,442% +$23M 0.32% 89
2018
Q2 		$337K Buy
7,470
+290
+4% +$14.4K 0.01% 872
2018
Q1 		$337K Sell
7,180
-2,120
-23% -$105K 0.01% 847
2017
Q4 		$454K Buy
+9,300
New +$410K 0.01% 772
2017
Q2 		– Sell
-220,130
Closed -$10.8M – 964
2017
Q1 		$10.8M Buy
220,130
+31,380
+17% +$1.69M 0.22% 146
2016
Q4 		$10.2M Buy
+188,750
New +$9.41M 0.2% 158
2015
Q4 		– Sell
-36,500
Closed -$1.29M – 842
2015
Q3 		$1.29M Sell
36,500
-66,900
-65% -$2.63M 0.03% 434
2015
Q2 		$4.45M Hold
103,400
– – 0.08% 237
2015
Q1 		$4.54M Sell
103,400
-263,060
-72% -$11M 0.08% 239
2014
Q4 		$14.4M Buy
366,460
+92,460
+34% +$4.5M 0.25% 120
2014
Q3 		$17.7M Buy
274,000
+185,250
+209% +$12.7M 0.3% 115
2014
Q2 		$6.3M Buy
+88,750
New +$5.69M 0.1% 242

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobs Levy Equity Management's HAL Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Halliburton (HAL) in Q3 2025, closing a stake of 1,309,298 shares — an estimated $26.7M sold.

Jacobs Levy Equity Management first reported a position in HAL in Q2 2014 and held it in 20 quarters. The position peaked at $35.6M in Q1 2025. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,309,298 Halliburton shares in Q3 2025, an estimated $26.7M.
  • Jacobs Levy Equity Management first reported a position in Halliburton in Q2 2014 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Halliburton position peaked at $35.6M in Q1 2025.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.