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 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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return