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Mowery & Schoenfeld Wealth Management’s Halliburton HAL Stock Holding History

Mowery & Schoenfeld 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
-105
Closed -$2.14K – 391
2025
Q2 		$2.14K Hold
105
– – ﹤0.01% 325
2025
Q1 		$2.66K Sell
105
-15
-13% -$394 0.01% 375
2024
Q4 		$3.26K Buy
+120
New +$3.51K 0.01% 349

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 $717B AUM 35.42% 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
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
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

Mowery & Schoenfeld Wealth Management's HAL Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Halliburton (HAL) in Q3 2025, closing a stake of 105 shares — an estimated $2.14K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HAL in Q4 2024 and held it in 3 quarters. The position peaked at $3.26K in Q4 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 105 Halliburton shares in Q3 2025, an estimated $2.14K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Halliburton in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Halliburton position peaked at $3.26K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.