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Oak Harbor Wealth Partners’s Halliburton HAL Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-26,469
Closed -$651K – 284
2025
Q3 		$651K Buy
26,469
+1,916
+8% +$42.4K 0.16% 113
2025
Q2 		$500K Buy
24,553
+7,632
+45% +$160K 0.14% 127
2025
Q1 		$429K Buy
+16,921
New +$445K 0.12% 132
2024
Q3 		– Sell
-18,869
Closed -$637K – 220
2024
Q2 		$637K Buy
18,869
+2
+0% +$74 0.2% 103
2024
Q1 		$744K Buy
18,867
+73
+0.4% +$2.62K 0.23% 93
2023
Q4 		$679K Sell
18,794
-1,707
-8% -$65.6K 0.23% 95
2023
Q3 		$830K Buy
20,501
+755
+4% +$29.6K 0.29% 78
2023
Q2 		$651K Buy
19,746
+441
+2% +$13.9K 0.22% 93
2023
Q1 		$611K Buy
19,305
+4,442
+30% +$165K 0.22% 97
2022
Q4 		$585K Buy
14,863
+619
+4% +$21.9K 0.22% 86
2022
Q3 		$351K Buy
14,244
+2,217
+18% +$63.4K 0.14% 115
2022
Q2 		$377K Sell
12,027
-709
-6% -$26.4K 0.15% 110
2022
Q1 		$482K Buy
12,736
+511
+4% +$16.5K 0.16% 99
2021
Q4 		$280K Buy
+12,225
New +$289K 0.1% 141

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

Oak Harbor Wealth Partners's HAL Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of Halliburton (HAL) in Q4 2025, closing a stake of 26,469 shares — an estimated $651K sold.

Oak Harbor Wealth Partners first reported a position in HAL in Q4 2021 and held it in 14 quarters. The position peaked at $830K in Q3 2023. 1,007 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • Oak Harbor Wealth Partners reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 26,469 Halliburton shares in Q4 2025, an estimated $651K.
  • Oak Harbor Wealth Partners first reported a position in Halliburton in Q4 2021 and held it in 14 quarters.
  • Oak Harbor Wealth Partners's Halliburton position peaked at $830K in Q3 2023.
  • 1,007 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.