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MorganRosel Wealth Management’s Halliburton HAL Stock Holding History

MorganRosel 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
Q3 		– Sell
-15
Closed -$306 – 209
2025
Q2 		$306 Hold
15
– – ﹤0.01% 344
2025
Q1 		$381 Buy
+15
New +$394 ﹤0.01% 337
2021
Q3 		– Sell
-29,311
Closed -$678K – 84
2021
Q2 		$678K Sell
29,311
-1,048
-3% -$23.3K 0.38% 54
2021
Q1 		$652K Buy
+30,359
New +$635K 0.41% 53

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 $645B AUM 30.41% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

MorganRosel Wealth Management's HAL Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Halliburton (HAL) in Q3 2025, closing a stake of 15 shares — an estimated $306 sold.

MorganRosel Wealth Management first reported a position in HAL in Q1 2021 and held it in 4 quarters. The position peaked at $678K in Q2 2021. 916 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 15 Halliburton shares in Q3 2025, an estimated $306.
  • MorganRosel Wealth Management first reported a position in Halliburton in Q1 2021 and held it in 4 quarters.
  • MorganRosel Wealth Management's Halliburton position peaked at $678K in Q2 2021.
  • 916 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.