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Richards, Merrill & Peterson’s Halliburton HAL Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-6,084
Closed -$154K – 321
2025
Q1 		$154K Buy
6,084
+1,005
+20% +$26.4K 0.08% 159
2024
Q4 		$138K Buy
+5,079
New +$148K 0.07% 162

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's HAL Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Halliburton (HAL) in Q2 2025, closing a stake of 6,084 shares — an estimated $154K sold.

Richards, Merrill & Peterson first reported a position in HAL in Q4 2024 and held it in 2 quarters. The position peaked at $154K in Q1 2025. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 6,084 Halliburton shares in Q2 2025, an estimated $154K.
  • Richards, Merrill & Peterson first reported a position in Halliburton in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Halliburton position peaked at $154K in Q1 2025.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.