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Petrus Trust Company’s Halliburton HAL Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-15,683
Closed -$320K – 320
2025
Q2 		$320K Sell
15,683
-11,343
-42% -$238K 0.03% 290
2025
Q1 		$686K Buy
27,026
+13,031
+93% +$343K 0.06% 98
2024
Q4 		$381K Sell
13,995
-6,681
-32% -$195K 0.04% 344
2024
Q3 		$601K Sell
20,676
-235
-1% -$7.41K 0.06% 154
2024
Q2 		$706K Buy
20,911
+11,171
+115% +$412K 0.07% 97
2024
Q1 		$384K Buy
9,740
+454
+5% +$16.3K 0.03% 327
2023
Q4 		$336K Buy
9,286
+3,790
+69% +$146K 0.03% 391
2023
Q3 		$223K Sell
5,496
-1,808
-25% -$70.8K 0.02% 502
2023
Q2 		$241K Buy
7,304
+680
+10% +$21.5K 0.03% 474
2023
Q1 		$210K Buy
+6,624
New +$245K 0.03% 462

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Petrus Trust Company's HAL Position: Q3 2025 in Review

Petrus Trust Company sold out of Halliburton (HAL) in Q3 2025, closing a stake of 15,683 shares — an estimated $320K sold.

Petrus Trust Company first reported a position in HAL in Q1 2023 and held it in 10 quarters. The position peaked at $706K in Q2 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Petrus Trust Company reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 15,683 Halliburton shares in Q3 2025, an estimated $320K.
  • Petrus Trust Company first reported a position in Halliburton in Q1 2023 and held it in 10 quarters.
  • Petrus Trust Company's Halliburton position peaked at $706K in Q2 2024.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.