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Westover Capital Advisors’s Halliburton HAL Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-5,700
Closed -$222K – 246
2026
Q1 		$222K Buy
+5,700
New +$197K 0.04% 221
2015
Q3 		– Sell
-53,227
Closed -$2.29M – 89
2015
Q2 		$2.29M Buy
53,227
+12,374
+30% +$570K 1.82% 19
2015
Q1 		$1.79M Buy
40,853
+1,681
+4% +$70.1K 1.45% 23
2014
Q4 		$1.54M Sell
39,172
-2,721
-6% -$132K 1.32% 30
2014
Q3 		$2.7M Sell
41,893
-378
-0.9% -$25.9K 2.2% 14
2014
Q2 		$3M Sell
42,271
-3,954
-9% -$253K 2.53% 8
2014
Q1 		$2.72M Buy
46,225
+252
+0.5% +$13.5K 2.54% 10
2013
Q4 		$2.33M Sell
45,973
-2,279
-5% -$118K 2.23% 14
2013
Q3 		$2.32M Sell
48,252
-8,880
-16% -$416K 2.41% 13
2013
Q2 		$2.38M Buy
+57,132
New +$2.39M 2.34% 15

Other funds holding HAL

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Westover Capital Advisors's HAL Position: Q2 2026 in Review

Westover Capital Advisors sold out of Halliburton (HAL) in Q2 2026, closing a stake of 5,700 shares — an estimated $222K sold.

Westover Capital Advisors first reported a position in HAL in Q2 2013 and held it in 10 quarters. The position peaked at $3M in Q2 2014. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Westover Capital Advisors reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
  • Westover Capital Advisors sold 5,700 Halliburton shares in Q2 2026, an estimated $222K.
  • Westover Capital Advisors first reported a position in Halliburton in Q2 2013 and held it in 10 quarters.
  • Westover Capital Advisors's Halliburton position peaked at $3M in Q2 2014.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.