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Stonegate Investment Group’s Halliburton HAL Stock Holding History

Stonegate Investment Group’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
Q2 		– Sell
-8,202
Closed -$208K – 452
2025
Q1 		$208K Sell
8,202
-622
-7% -$16.4K 0.01% 338
2024
Q4 		$240K Buy
8,824
+195
+2% +$5.7K 0.01% 302
2024
Q3 		$251K Buy
8,629
+32
+0.4% +$1.01K 0.01% 305
2024
Q2 		$290K Sell
8,597
-1,973
-19% -$72.8K 0.01% 274
2024
Q1 		$417K Buy
10,570
+24
+0.2% +$860 0.01% 238
2023
Q4 		$381K Buy
10,546
+24
+0.2% +$923 0.01% 232
2023
Q3 		$426K Sell
10,522
-283
-3% -$11.1K 0.02% 209
2023
Q2 		$356K Buy
10,805
+529
+5% +$16.7K 0.01% 234
2023
Q1 		$325K Buy
10,276
+163
+2% +$6.04K 0.01% 243
2022
Q4 		$398K Sell
10,113
-83
-0.8% -$2.94K 0.02% 223
2022
Q3 		$251K Buy
10,196
+26
+0.3% +$744 0.01% 243
2022
Q2 		$319K Buy
+10,170
New +$379K 0.01% 226

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonegate Investment Group's HAL Position: Q2 2025 in Review

Stonegate Investment Group sold out of Halliburton (HAL) in Q2 2025, closing a stake of 8,202 shares — an estimated $208K sold.

Stonegate Investment Group first reported a position in HAL in Q2 2022 and held it in 12 quarters. The position peaked at $426K in Q3 2023. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Stonegate Investment Group reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 8,202 Halliburton shares in Q2 2025, an estimated $208K.
  • Stonegate Investment Group first reported a position in Halliburton in Q2 2022 and held it in 12 quarters.
  • Stonegate Investment Group's Halliburton position peaked at $426K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Stonegate Investment Group's 13F filing for Q2 2025, filed 23 Jul 2025.