SIMA Wealth Partners’s Halliburton HAL Stock Holding History

SIMA Wealth Partners’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 Q4	–	Sell	-35	Closed	-$861	–	141
2025 Q3	$861	Buy	+35	New	+$774	﹤0.01%	160

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SIMA Wealth Partners's HAL Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Halliburton (HAL) in Q4 2025, closing a stake of 35 shares — an estimated $861 sold.

SIMA Wealth Partners first reported a position in HAL in Q3 2025 and held it in 1 quarter. The position peaked at $861 in Q3 2025. 1,008 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

SIMA Wealth Partners reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 35 Halliburton shares in Q4 2025, an estimated $861.
SIMA Wealth Partners first reported a position in Halliburton in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Halliburton position peaked at $861 in Q3 2025.
1,008 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.