Smith Shellnut Wilson’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
+8,227
| New | +$182K | 0.08% | 140 |
|
|
2025
Q2 | – | Sell |
-8,227
| Closed | -$209K | – | 143 |
|
|
2025
Q1 | $209K | Hold |
8,227
| – | – | 0.1% | 136 |
|
|
2024
Q4 | $224K | Hold |
8,227
| – | – | 0.1% | 134 |
|
|
2024
Q3 | $239K | Hold |
8,227
| – | – | 0.11% | 130 |
|
|
2024
Q2 | $278K | Hold |
8,227
| – | – | 0.13% | 108 |
|
|
2024
Q1 | $324K | Hold |
8,227
| – | – | 0.17% | 91 |
|
|
2023
Q4 | $297K | Hold |
8,227
| – | – | 0.17% | 96 |
|
|
2023
Q3 | $333K | Hold |
8,227
| – | – | 0.2% | 88 |
|
|
2023
Q2 | $271K | Hold |
8,227
| – | – | 0.15% | 109 |
|
|
2023
Q1 | $260K | Hold |
8,227
| – | – | 0.16% | 108 |
|
|
2022
Q4 | $324K | Sell |
8,227
-865
| -10% | -$30.6K | 0.2% | 92 |
|
|
2022
Q3 | $224K | Hold |
9,092
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $285K | Sell |
9,092
-2,592
| -22% | -$96.6K | 0.18% | 101 |
|
|
2022
Q1 | $442K | Sell |
11,684
-375
| -3% | -$12.1K | 0.23% | 78 |
|
|
2021
Q4 | $276K | Hold |
12,059
| – | – | 0.14% | 130 |
|
|
2021
Q3 | $261K | Hold |
12,059
| – | – | 0.15% | 120 |
|
|
2021
Q2 | $279K | Hold |
12,059
| – | – | 0.16% | 111 |
|
|
2021
Q1 | $259K | Hold |
12,059
| – | – | 0.16% | 115 |
|
|
2020
Q4 | $228K | Hold |
12,059
| – | – | 0.14% | 115 |
|
|
2020
Q3 | $145 | Hold |
12,059
| – | – | 0.05% | 123 |
|
|
2020
Q2 | $157K | Hold |
12,059
| – | – | 0.11% | 110 |
|
|
2020
Q1 | $83K | Hold |
12,059
| – | – | 0.07% | 113 |
|
|
2019
Q4 | $295K | Hold |
12,059
| – | – | 0.2% | 100 |
|
|
2019
Q3 | $227K | Hold |
12,059
| – | – | 0.17% | 112 |
|
|
2019
Q2 | $274K | Hold |
12,059
| – | – | 0.21% | 97 |
|
|
2019
Q1 | $353K | Hold |
12,059
| – | – | 0.28% | 67 |
|
|
2018
Q4 | $321K | Hold |
12,059
| – | – | 0.34% | 58 |
|
|
2018
Q3 | $489K | Buy |
+12,059
| New | +$499K | 0.44% | 41 |
|
|
2018
Q1 | $566K | Hold |
12,059
| – | – | 0.49% | 40 |
|
|
2017
Q4 | $589K | Hold |
12,059
| – | – | 0.5% | 37 |
|
|
2017
Q3 | $555K | Sell |
12,059
-1,045
| -8% | -$43.8K | 0.49% | 40 |
|
|
2017
Q2 | $593K | Buy |
13,104
+1,045
| +9% | +$48K | 0.62% | 34 |
|
|
2017
Q1 | $593K | Hold |
12,059
| – | – | 0.55% | 36 |
|
|
2016
Q4 | $652K | Buy |
+12,059
| New | +$601K | 0.63% | 34 |
|
Other funds holding HAL
Smith Shellnut Wilson's HAL Position: Q3 2025 in Review
Smith Shellnut Wilson opened a new position in Halliburton (HAL) in Q3 2025: 8,227 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in HAL as recently as Q1 2025.
Smith Shellnut Wilson first reported a position in HAL in Q4 2016 and has held it in 34 quarters since. The position peaked at $652K in Q4 2016. 916 funds tracked by Wall St. Rank hold HAL as of Q3 2025.
- Smith Shellnut Wilson held 8,227 shares of Halliburton worth $202K as of Q3 2025.
- Halliburton was a new Smith Shellnut Wilson position in Q3 2025.
- Halliburton made up 0.08% of Smith Shellnut Wilson's portfolio in Q3 2025, its #140 holding.
- Smith Shellnut Wilson first reported a position in Halliburton in Q4 2016 and has held it in 34 quarters since.
- Smith Shellnut Wilson's Halliburton position peaked at $652K in Q4 2016.
- 916 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.