Sierra Ocean’s Halliburton HAL Stock Holding History

Sierra Ocean’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	-1,833	Closed	-$37.4K	–	428
2025 Q2	$37.4K	Buy	1,833 +980	+115%	+$20.6K	0.03%	229
2025 Q1	$21.7K	Sell	853 -486	-36%	-$12.8K	0.02%	287
2024 Q4	$36.4K	Buy	+1,339	New	+$39.1K	0.03%	212

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Ocean's HAL Position: Q3 2025 in Review

Sierra Ocean sold out of Halliburton (HAL) in Q3 2025, closing a stake of 1,833 shares — an estimated $37.4K sold.

Sierra Ocean first reported a position in HAL in Q4 2024 and held it in 3 quarters. The position peaked at $37.4K in Q2 2025. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

Sierra Ocean reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 1,833 Halliburton shares in Q3 2025, an estimated $37.4K.
Sierra Ocean first reported a position in Halliburton in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Halliburton position peaked at $37.4K in Q2 2025.
919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.