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Westerkirk Capital’s Halliburton HAL Stock Holding History

Westerkirk 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
2026
Q1 		$3.33M Sell
85,500
-3,900
-4% -$135K 0.36% 57
2025
Q4 		$2.53M Buy
89,400
+29,900
+50% +$789K 0.25% 71
2025
Q3 		$1.46M Hold
59,500
– – 0.17% 111
2025
Q2 		$1.21M Buy
+59,500
New +$1.25M 0.15% 129

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westerkirk Capital's HAL Position: Q1 2026 in Review

Westerkirk Capital reduced its Halliburton (HAL) stake by 4.4% in Q1 2026, selling an estimated $135K and leaving 85,500 shares worth $3.33M. The position accounts for 0.36% of the portfolio, ranked #57.

Westerkirk Capital first reported a position in HAL in Q2 2025 and has held it in 4 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Westerkirk Capital held 85,500 shares of Halliburton worth $3.33M as of Q1 2026.
  • Westerkirk Capital sold 3,900 Halliburton shares in Q1 2026, an estimated $135K.
  • Halliburton made up 0.36% of Westerkirk Capital's portfolio in Q1 2026, its #57 holding.
  • Westerkirk Capital first reported a position in Halliburton in Q2 2025 and has held it in 4 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.