West Oak Capital’s Halliburton HAL Stock Holding History

West Oak 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 Q2	–	Sell	-2,700	Closed	-$685	–	307
2025 Q1	$685	Sell	2,700 -50	-2%	-$1.31K	0.03%	162
2024 Q4	$748K	Hold	2,750	–	–	0.03%	161
2024 Q3	$799	Hold	2,750	–	–	0.01%	160
2024 Q2	$92.9K	Buy	2,750 +750	+38%	+$27.7K	0.04%	153
2024 Q1	$79K	Hold	2,000	–	–	0.03%	164
2023 Q4	$69K	Hold	2,000	–	–	0.03%	169
2023 Q3	$81K	Hold	2,000	–	–	0.04%	156
2023 Q2	$66K	Hold	2,000	–	–	0.03%	163
2023 Q1	$63.3K	Buy	2,000 +350	+21%	+$13K	0.03%	163
2022 Q4	$65K	Sell	1,650 -150	-8%	-$5.31K	0.03%	154
2022 Q3	$44K	Sell	1,800 -150	-8%	-$4.29K	0.02%	173
2022 Q2	$61K	Hold	1,950	–	–	0.03%	163
2022 Q1	$74K	Buy	1,950 +200	+11%	+$6.47K	0.03%	166
2021 Q4	$40K	Buy	+1,750	New	+$41.4K	0.01%	197
2017 Q2	–	Sell	-121	Closed	-$5.95K	–	355
2017 Q1	$5.95K	Buy	+121	New	+$6.51K	﹤0.01%	323

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

West Oak Capital's HAL Position: Q2 2025 in Review

West Oak Capital sold out of Halliburton (HAL) in Q2 2025, closing a stake of 2,700 shares — an estimated $685 sold.

West Oak Capital first reported a position in HAL in Q1 2017 and held it in 15 quarters. The position peaked at $748K in Q4 2024. 901 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

West Oak Capital reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
West Oak Capital sold 2,700 Halliburton shares in Q2 2025, an estimated $685.
West Oak Capital first reported a position in Halliburton in Q1 2017 and held it in 15 quarters.
West Oak Capital's Halliburton position peaked at $748K in Q4 2024.
901 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.