MWM
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MGB Wealth Management’s Halliburton HAL Stock Holding History

MGB Wealth 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
Q4 		$559K Buy
19,697
+7,130
+57% +$188K 0.16% 117
2025
Q3 		$310K Sell
12,567
-2,418
-16% -$53.5K 0.09% 172
2025
Q2 		$306K Buy
14,985
+23
+0.2% +$482 0.1% 171
2025
Q1 		$378K Sell
14,962
-962
-6% -$25.3K 0.14% 145
2024
Q4 		$432K Sell
15,924
-4,227
-21% -$124K 0.13% 128
2024
Q3 		$583K Buy
20,151
+4
+0% +$126 0.21% 104
2024
Q2 		$681K Buy
20,147
+2
+0% +$74 0.25% 88
2024
Q1 		$792K Buy
20,145
+3
+0% +$107 0.32% 78
2023
Q4 		$728K Buy
+20,142
New +$774K 0.37% 78

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

MGB Wealth Management's HAL Position: Q4 2025 in Review

MGB Wealth Management increased its Halliburton (HAL) stake by 57% in Q4 2025, buying an estimated $188K and bringing the position to 19,697 shares worth $559K. The position accounts for 0.16% of the portfolio, ranked #117.

MGB Wealth Management first reported a position in HAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $792K in Q1 2024. 1,007 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • MGB Wealth Management held 19,697 shares of Halliburton worth $559K as of Q4 2025.
  • MGB Wealth Management bought 7,130 Halliburton shares in Q4 2025, an estimated $188K.
  • Halliburton made up 0.16% of MGB Wealth Management's portfolio in Q4 2025, its #117 holding.
  • MGB Wealth Management first reported a position in Halliburton in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Halliburton position peaked at $792K in Q1 2024.
  • 1,007 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.