Oak Associates’s Halliburton HAL Stock Holding History

Oak Associates’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	-48,350	Closed	-$1.23M	–	134
2025 Q1	$1.23M	Hold	48,350	–	–	0.09%	94
2024 Q4	$1.31M	Buy	+48,350	New	+$1.41M	0.09%	97

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Oak Associates's HAL Position: Q2 2025 in Review

Oak Associates sold out of Halliburton (HAL) in Q2 2025, closing a stake of 48,350 shares — an estimated $1.23M sold.

Oak Associates first reported a position in HAL in Q4 2024 and held it in 2 quarters. The position peaked at $1.31M in Q4 2024. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Oak Associates reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
Oak Associates sold 48,350 Halliburton shares in Q2 2025, an estimated $1.23M.
Oak Associates first reported a position in Halliburton in Q4 2024 and held it in 2 quarters.
Oak Associates's Halliburton position peaked at $1.31M in Q4 2024.
900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Oak Associates's 13F filing for Q2 2025, filed 12 Aug 2025.