West Branch Capital’s Halliburton HAL Stock Holding History

West Branch Capital’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 Q1	–	Sell	-48	Closed	-$1.31K	–	548
2024 Q4	$1.31K	Buy	+48	New	+$1.4K	﹤0.01%	397

Other funds holding HAL

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

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

West Branch Capital's HAL Position: Q1 2025 in Review

West Branch Capital sold out of Halliburton (HAL) in Q1 2025, closing a stake of 48 shares — an estimated $1.31K sold.

West Branch Capital first reported a position in HAL in Q4 2024 and held it in 1 quarter. The position peaked at $1.31K in Q4 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

West Branch Capital reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 48 Halliburton shares in Q1 2025, an estimated $1.31K.
West Branch Capital first reported a position in Halliburton in Q4 2024 and held it in 1 quarter.
West Branch Capital's Halliburton position peaked at $1.31K in Q4 2024.
953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.