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Shelton Wealth Management’s Halliburton HAL Stock Holding History

Shelton Wealth Management’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
2024
Q4 		– Sell
-30,728
Closed -$893K – 153
2024
Q3 		$893K Buy
30,728
+4,153
+16% +$131K 0.48% 72
2024
Q2 		$898K Buy
26,575
+10,371
+64% +$383K 0.51% 62
2024
Q1 		$639K Buy
16,204
+5,826
+56% +$209K 0.4% 64
2023
Q4 		$375K Buy
+10,378
New +$399K 0.27% 71

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Wealth Management's HAL Position: Q4 2024 in Review

Shelton Wealth Management sold out of Halliburton (HAL) in Q4 2024, closing a stake of 30,728 shares — an estimated $893K sold.

Shelton Wealth Management first reported a position in HAL in Q4 2023 and held it in 4 quarters. The position peaked at $898K in Q2 2024. 955 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Shelton Wealth Management reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 30,728 Halliburton shares in Q4 2024, an estimated $893K.
  • Shelton Wealth Management first reported a position in Halliburton in Q4 2023 and held it in 4 quarters.
  • Shelton Wealth Management's Halliburton position peaked at $898K in Q2 2024.
  • 955 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.