SC
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Stephens Consulting’s Halliburton HAL Stock Holding History

Stephens Consulting’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
-33
Closed -$673 – 716
2025
Q2 		$673 Sell
33
-92
-74% -$1.93K ﹤0.01% 814
2025
Q1 		$3.17K Hold
125
– – ﹤0.01% 408
2024
Q4 		$3.4K Hold
125
– – ﹤0.01% 436
2024
Q3 		$3.63K Hold
125
– – ﹤0.01% 423
2024
Q2 		$4.22K Hold
125
– – ﹤0.01% 428
2024
Q1 		$4.93K Hold
125
– – ﹤0.01% 365
2023
Q4 		$4.52K Hold
125
– – ﹤0.01% 383
2023
Q3 		$5.06K Buy
+125
New +$4.9K ﹤0.01% 374
2022
Q1 		– Sell
-97
Closed -$2.22K – 631
2021
Q4 		$2.22K Buy
+97
New +$2.3K ﹤0.01% 602

Other funds holding HAL

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return