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Westwood Holdings Group’s Halliburton HAL Stock Holding History

Westwood Holdings Group’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 		$1.52M Buy
38,907
+15,435
+66% +$534K 0.01% 331
2025
Q4 		$663K Buy
23,472
+3,290
+16% +$86.9K 0.01% 405
2025
Q3 		$496K Buy
20,182
+7,636
+61% +$169K ﹤0.01% 423
2025
Q2 		$256K Buy
12,546
+1,468
+13% +$30.8K ﹤0.01% 457
2025
Q1 		$281K Buy
11,078
+1,486
+15% +$39.1K ﹤0.01% 438
2024
Q4 		$261K Hold
9,592
– – ﹤0.01% 457
2024
Q3 		$279K Buy
9,592
+1,648
+21% +$52K ﹤0.01% 444
2024
Q2 		$268K Buy
+7,944
New +$293K ﹤0.01% 430
2021
Q4 		– Sell
-9,890
Closed -$214K – 449
2021
Q3 		$214K Buy
+9,890
New +$203K ﹤0.01% 419
2019
Q2 		– Sell
-1,482,964
Closed -$43.5M – 512
2019
Q1 		$43.5M Buy
1,482,964
+403,124
+37% +$12.2M 0.45% 62
2018
Q4 		$28.7M Sell
1,079,840
-314,408
-23% -$10.6M 0.33% 79
2018
Q3 		$56.5M Sell
1,394,248
-230,615
-14% -$9.54M 0.5% 57
2018
Q2 		$73.2M Sell
1,624,863
-169,189
-9% -$8.43M 0.62% 53
2018
Q1 		$84.2M Sell
1,794,052
-29,753
-2% -$1.47M 0.68% 43
2017
Q4 		$89.1M Buy
1,823,805
+23,743
+1% +$1.05M 0.67% 48
2017
Q3 		$82.9M Sell
1,800,062
-2,062
-0.1% -$86.4K 0.66% 49
2017
Q2 		$76.9M Buy
1,802,124
+250,884
+16% +$11.5M 0.63% 53
2017
Q1 		$76.3M Buy
1,551,240
+1,543,526
+20,009% +$83M 0.62% 56
2016
Q4 		$417K Hold
7,714
– – ﹤0.01% 393
2016
Q3 		$347K Sell
7,714
-836
-10% -$36.5K ﹤0.01% 407
2016
Q2 		$387K Buy
8,550
+248
+3% +$10.2K ﹤0.01% 353
2016
Q1 		$297K Sell
8,302
-750
-8% -$24.5K ﹤0.01% 352
2015
Q4 		$308K Buy
+9,052
New +$341K ﹤0.01% 357

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

Westwood Holdings Group's HAL Position: Q1 2026 in Review

Westwood Holdings Group increased its Halliburton (HAL) stake by 66% in Q1 2026, buying an estimated $534K and bringing the position to 38,907 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #331.

Westwood Holdings Group first reported a position in HAL in Q4 2015 and has held it in 23 quarters since. The position peaked at $89.1M in Q4 2017. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Westwood Holdings Group held 38,907 shares of Halliburton worth $1.52M as of Q1 2026.
  • Westwood Holdings Group bought 15,435 Halliburton shares in Q1 2026, an estimated $534K.
  • Halliburton made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #331 holding.
  • Westwood Holdings Group first reported a position in Halliburton in Q4 2015 and has held it in 23 quarters since.
  • Westwood Holdings Group's Halliburton position peaked at $89.1M in Q4 2017.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.