OPS
HAL icon

Orion Portfolio Solutions’s Halliburton HAL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.1M Sell
43,308
-6,657
-13% -$175K 0.01% 1036
2024
Q4 		$1.36M Sell
49,965
-3,905
-7% -$114K 0.01% 890
2024
Q3 		$1.56M Sell
53,870
-1,509
-3% -$47.6K 0.02% 821
2024
Q2 		$1.87M Buy
55,379
+10,902
+25% +$402K 0.02% 667
2024
Q1 		$1.75M Sell
44,477
-424
-0.9% -$15.2K 0.02% 721
2023
Q4 		$1.58M Sell
44,901
-2,483
-5% -$95.5K 0.02% 746
2023
Q3 		$1.92M Sell
47,384
-1,378
-3% -$54K 0.02% 627
2023
Q2 		$1.61M Buy
48,762
+293
+0.6% +$9.26K 0.02% 746
2023
Q1 		$1.53M Buy
48,469
+38,625
+392% +$1.43M 0.02% 699
2022
Q4 		$387K Buy
+9,844
New +$348K 0.01% 577
2022
Q3 		– Sell
-6,700
Closed -$210K – 733
2022
Q2 		$210K Sell
6,700
-528
-7% -$19.7K 0.01% 644
2022
Q1 		$274K Buy
+7,228
New +$234K 0.01% 595
2020
Q3 		– Sell
-3,254
Closed -$42K – 1096
2020
Q2 		$42K Sell
3,254
-980
-23% -$10.6K ﹤0.01% 749
2020
Q1 		$29K Buy
4,234
+705
+20% +$12.3K ﹤0.01% 727
2019
Q4 		$86K Buy
+3,529
New +$74.4K 0.01% 443

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's HAL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Halliburton (HAL) stake by 13% in Q1 2025, selling an estimated $175K and leaving 43,308 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1036.

Orion Portfolio Solutions first reported a position in HAL in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2023. 954 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Orion Portfolio Solutions held 43,308 shares of Halliburton worth $1.1M as of Q1 2025.
  • Orion Portfolio Solutions sold 6,657 Halliburton shares in Q1 2025, an estimated $175K.
  • Halliburton made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1036 holding.
  • Orion Portfolio Solutions first reported a position in Halliburton in Q4 2019 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's Halliburton position peaked at $1.92M in Q3 2023.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.