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Westend Capital Management’s Halliburton HAL Stock Holding History

Westend Capital Management’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
Q4 		– Sell
-177
Closed -$4.35K – 258
2025
Q3 		$4.35K Hold
177
– – ﹤0.01% 195
2025
Q2 		$3.61K Hold
177
– – ﹤0.01% 189
2025
Q1 		$4.49K Hold
177
– – ﹤0.01% 158
2024
Q4 		$4.81K Hold
177
– – ﹤0.01% 167
2024
Q3 		$5.14K Hold
177
– – ﹤0.01% 165
2024
Q2 		$5.92K Hold
177
– – ﹤0.01% 132
2024
Q1 		$6.98K Buy
+177
New +$6.34K ﹤0.01% 141

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Westend Capital Management's HAL Position: Q4 2025 in Review

Westend Capital Management sold out of Halliburton (HAL) in Q4 2025, closing a stake of 177 shares — an estimated $4.35K sold.

Westend Capital Management first reported a position in HAL in Q1 2024 and held it in 7 quarters. The position peaked at $6.98K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold HAL as of Q4 2025.

  • Westend Capital Management reported no remaining Halliburton position as of Q4 2025 after selling out during the quarter.
  • Westend Capital Management sold 177 Halliburton shares in Q4 2025, an estimated $4.35K.
  • Westend Capital Management first reported a position in Halliburton in Q1 2024 and held it in 7 quarters.
  • Westend Capital Management's Halliburton position peaked at $6.98K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Halliburton as of Q4 2025.

Based on Westend Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.