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Optimum Investment Advisors’s Halliburton HAL Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-1,500
Closed -$1K – 986
2018
Q3 		$1K Buy
+1,500
New +$62.1K ﹤0.01% 1004

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

Optimum Investment Advisors's HAL Position: Q3 2025 in Review

Optimum Investment Advisors held its Halliburton (HAL) position steady in Q3 2025 at 1,500 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #385.

Optimum Investment Advisors first reported a position in HAL in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.14M in Q1 2017. 917 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Optimum Investment Advisors held 1,500 shares of Halliburton worth $36.9K as of Q3 2025.
  • Optimum Investment Advisors left its Halliburton share count unchanged in Q3 2025.
  • Halliburton made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #385 holding.
  • Optimum Investment Advisors first reported a position in Halliburton in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Halliburton position peaked at $1.14M in Q1 2017.
  • 917 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.