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Whittier Trust’s Halliburton HAL Stock Holding History

Whittier Trust’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 		$131K Hold
3,464
– – ﹤0.01% 665
2025
Q4 		$107K Hold
3,464
– – ﹤0.01% 724
2025
Q3 		$84.2K Hold
3,464
– – ﹤0.01% 738
2025
Q2 		$70.6K Sell
3,464
-1,500
-30% -$31.5K ﹤0.01% 873
2025
Q1 		$126K Hold
4,964
– – ﹤0.01% 728
2024
Q4 		$135K Hold
4,964
– – ﹤0.01% 728
2024
Q3 		$144K Hold
4,964
– – ﹤0.01% 727
2024
Q2 		$168K Hold
4,964
– – ﹤0.01% 677
2024
Q1 		$196K Hold
4,964
– – ﹤0.01% 652
2023
Q4 		$179K Sell
4,964
-202
-4% -$7.77K ﹤0.01% 660
2023
Q3 		$209K Buy
5,166
+202
+4% +$7.91K ﹤0.01% 617
2023
Q2 		$164K Sell
4,964
-34
-0.7% -$1.07K ﹤0.01% 669
2023
Q1 		$158K Hold
4,998
– – ﹤0.01% 702
2022
Q4 		$197K Sell
4,998
-53
-1% -$1.88K ﹤0.01% 645
2022
Q3 		$124K Buy
5,051
+2,825
+127% +$80.8K ﹤0.01% 750
2022
Q2 		$70K Buy
2,226
+55
+3% +$2.05K ﹤0.01% 888
2022
Q1 		$82K Buy
2,171
+1,500
+224% +$48.5K ﹤0.01% 872
2021
Q4 		$15K Hold
671
– – ﹤0.01% 1244
2021
Q3 		$14K Hold
671
– – ﹤0.01% 1200
2021
Q2 		$16K Hold
671
– – ﹤0.01% 1192
2021
Q1 		$14K Hold
671
– – ﹤0.01% 1191
2020
Q4 		$13K Hold
671
– – ﹤0.01% 1119
2020
Q3 		$8K Sell
671
-238
-26% -$3.45K ﹤0.01% 1161
2020
Q2 		$11K Hold
909
– – ﹤0.01% 1053
2020
Q1 		$6K Sell
909
-1,141
-56% -$19.9K ﹤0.01% 1187
2019
Q4 		$50K Sell
2,050
-1,150
-36% -$24.2K ﹤0.01% 848
2019
Q3 		$60K Buy
3,200
+140
+5% +$2.9K ﹤0.01% 798
2019
Q2 		$70K Sell
3,060
-482
-14% -$12.5K ﹤0.01% 724
2019
Q1 		$104K Sell
3,542
-276
-7% -$8.34K ﹤0.01% 650
2018
Q4 		$101K Sell
3,818
-3,972
-51% -$134K ﹤0.01% 630
2018
Q3 		$316K Sell
7,790
-79
-1% -$3.27K 0.01% 437
2018
Q2 		$355K Sell
7,869
-1,025
-12% -$51K 0.01% 411
2018
Q1 		$417K Buy
8,894
+1,257
+16% +$62K 0.01% 393
2017
Q4 		$373K Sell
7,637
-291
-4% -$12.8K 0.01% 410
2017
Q3 		$365K Sell
7,928
-709
-8% -$29.7K 0.01% 398
2017
Q2 		$368K Hold
8,637
– – 0.01% 386
2017
Q1 		$425K Sell
8,637
-52
-0.6% -$2.8K 0.02% 361
2016
Q4 		$470K Buy
8,689
+767
+10% +$38.2K 0.02% 347
2016
Q3 		$356K Sell
7,922
-1,275
-14% -$55.7K 0.02% 382
2016
Q2 		$417K Sell
9,197
-150
-2% -$6.17K 0.02% 357
2016
Q1 		$334K Sell
9,347
-1,090
-10% -$35.6K 0.01% 387
2015
Q4 		$355K Sell
10,437
-200
-2% -$7.54K 0.02% 387
2015
Q3 		$376K Sell
10,637
-28
-0.3% -$1.1K 0.02% 372
2015
Q2 		$460K Buy
10,665
+2,890
+37% +$133K 0.02% 364
2015
Q1 		$341K Hold
7,775
– – 0.02% 404
2014
Q4 		$306K Sell
7,775
-3,640
-32% -$177K 0.01% 390
2014
Q3 		$736K Sell
11,415
-360
-3% -$24.7K 0.04% 288
2014
Q2 		$836K Hold
11,775
– – 0.04% 269
2014
Q1 		$693K Hold
11,775
– – 0.04% 288
2013
Q4 		$597K Buy
11,775
+200
+2% +$10.3K 0.03% 303
2013
Q3 		$558K Hold
11,575
– – 0.03% 312
2013
Q2 		$483K Buy
+11,575
New +$484K 0.03% 326

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

Whittier Trust's HAL Position: Q1 2026 in Review

Whittier Trust held its Halliburton (HAL) position steady in Q1 2026 at 3,464 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Whittier Trust first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $836K in Q2 2014. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Whittier Trust held 3,464 shares of Halliburton worth $131K as of Q1 2026.
  • Whittier Trust left its Halliburton share count unchanged in Q1 2026.
  • Halliburton made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #665 holding.
  • Whittier Trust first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Halliburton position peaked at $836K in Q2 2014.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.