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Keener Financial Planning’s Halliburton HAL Stock Holding History

Keener Financial Planning’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 		– Sell
-182
Closed -$4K – 112
2025
Q3 		$4K Hold
182
– – ﹤0.01% 188
2025
Q2 		$3K Hold
182
– – ﹤0.01% 193
2025
Q1 		$4K Hold
182
– – ﹤0.01% 154
2024
Q4 		$4K Hold
182
– – ﹤0.01% 154
2024
Q3 		$5K Hold
182
– – ﹤0.01% 156
2024
Q2 		$6K Hold
182
– – ﹤0.01% 155
2024
Q1 		$8K Hold
182
– – 0.01% 160
2023
Q4 		$7K Buy
+182
New +$7K 0.01% 156

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Keener Financial Planning's HAL Position: Q4 2025 in Review

Keener Financial Planning sold out of Halliburton (HAL) in Q4 2025, closing a stake of 182 shares — an estimated $4K sold.

Keener Financial Planning first reported a position in HAL in Q4 2023 and held it in 8 quarters. The position peaked at $8K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • Keener Financial Planning reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 182 Halliburton shares in Q4 2025, an estimated $4K.
  • Keener Financial Planning first reported a position in Halliburton in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Halliburton position peaked at $8K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.