MinichMacGregor Wealth Management’s Halliburton HAL Stock Holding History

MinichMacGregor 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
2026 Q1	$1.11M	Buy	+28,524	New	+$987K	0.2%	51
2019 Q1	–	Sell	-21,645	Closed	-$996K	–	76
2018 Q4	$996K	Buy	+21,645	New	+$730K	0.68%	52
2018 Q2	–	Sell	-31	Closed	-$1K	–	549
2018 Q1	$1K	Buy	31 +7	+29%	+$345	﹤0.01%	465
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	458
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	434
2017 Q2	$1K	Sell	24 -12	-33%	-$551	﹤0.01%	429
2017 Q1	$1K	Sell	36 -13	-27%	-$699	﹤0.01%	419
2016 Q4	$2K	Hold	49	–	–	﹤0.01%	379
2016 Q3	$2K	Buy	49 +8	+20%	+$349	﹤0.01%	375
2016 Q2	$1K	Buy	+41	New	+$1.69K	﹤0.01%	394

Other funds holding HAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return