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McClarren Financial Advisors’s Halliburton HAL Stock Holding History

McClarren Financial 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
-25
Closed -$16K – 170
2025
Q1 		$16K Buy
+25
New +$657 0.01% 194
2024
Q4 		– Sell
-29
Closed -$18K – 248
2024
Q3 		$18K Sell
29
-4
-12% -$126 ﹤0.01% 170
2024
Q2 		$21K Sell
33
-596
-95% -$22K 0.01% 217
2024
Q1 		$25K Buy
629
+3
+0.5% +$107 0.02% 195
2023
Q4 		$23K Buy
626
+3
+0.5% +$115 0.02% 222
2023
Q3 		$25K Buy
623
+3
+0.5% +$118 0.02% 195
2023
Q2 		$20K Buy
620
+3
+0.5% +$95 0.02% 216
2023
Q1 		$19K Buy
617
+3
+0.5% +$111 0.02% 210
2022
Q4 		$24K Buy
614
+2
+0.3% +$71 0.02% 200
2022
Q3 		$15K Buy
+612
New +$17.5K 0.02% 216
2022
Q2 		– Sell
-607
Closed -$22K – 119
2022
Q1 		$22K Buy
607
+1
+0.2% +$32 0.02% 169
2021
Q4 		$14K Buy
606
+3
+0.5% +$71 0.01% 222
2021
Q3 		$13K Buy
603
+1
+0.2% +$20 0.01% 199
2021
Q2 		$13K Buy
602
+1
+0.2% +$22 0.01% 212
2021
Q1 		$13K Buy
601
+1
+0.2% +$21 0.01% 184
2020
Q4 		$11K Buy
+600
New +$9.31K 0.01% 164

Other funds holding HAL

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's HAL Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Halliburton (HAL) in Q2 2025, closing a stake of 25 shares — an estimated $16K sold.

McClarren Financial Advisors first reported a position in HAL in Q4 2020 and held it in 16 quarters. The position peaked at $25K in Q1 2024. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 25 Halliburton shares in Q2 2025, an estimated $16K.
  • McClarren Financial Advisors first reported a position in Halliburton in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Halliburton position peaked at $25K in Q1 2024.
  • 902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.