PWS
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Peterson Wealth Services’s Halliburton HAL Stock Holding History

Peterson Wealth Services’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 		– Sell
-377
Closed -$10.2K – 215
2024
Q4 		$10.2K Buy
377
+3
+0.8% +$88 ﹤0.01% 183
2024
Q3 		$10.9K Sell
374
-8,425
-96% -$266K ﹤0.01% 185
2024
Q2 		$297K Buy
8,799
+294
+3% +$10.9K 0.1% 105
2024
Q1 		$335K Buy
8,505
+184
+2% +$6.59K 0.12% 102
2023
Q4 		$301K Buy
8,321
+220
+3% +$8.46K 0.13% 78
2023
Q3 		$328K Buy
8,101
+209
+3% +$8.19K 0.25% 51
2023
Q2 		$260K Buy
7,892
+173
+2% +$5.46K 0.13% 83
2023
Q1 		$244K Sell
7,719
-2,425
-24% -$89.8K 0.13% 85
2022
Q4 		$399K Sell
10,144
-49
-0.5% -$1.73K 0.23% 67
2022
Q3 		$251K Buy
10,193
+1,089
+12% +$31.1K 0.18% 77
2022
Q2 		$286K Buy
9,104
+245
+3% +$9.13K 0.21% 74
2022
Q1 		$335K Buy
+8,859
New +$287K 0.21% 73

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

Peterson Wealth Services's HAL Position: Q1 2025 in Review

Peterson Wealth Services sold out of Halliburton (HAL) in Q1 2025, closing a stake of 377 shares — an estimated $10.2K sold.

Peterson Wealth Services first reported a position in HAL in Q1 2022 and held it in 12 quarters. The position peaked at $399K in Q4 2022. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Peterson Wealth Services reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 377 Halliburton shares in Q1 2025, an estimated $10.2K.
  • Peterson Wealth Services first reported a position in Halliburton in Q1 2022 and held it in 12 quarters.
  • Peterson Wealth Services's Halliburton position peaked at $399K in Q4 2022.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.