Wingate Wealth Advisors’s Halliburton HAL Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-1,913	Closed	-$52K	–	225
2024 Q4	$52K	Buy	+1,913	New	+$55.9K	0.05%	216

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's HAL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Halliburton (HAL) in Q1 2025, closing a stake of 1,913 shares — an estimated $52K sold.

Wingate Wealth Advisors first reported a position in HAL in Q4 2024 and held it in 1 quarter. The position peaked at $52K in Q4 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

Wingate Wealth Advisors reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,913 Halliburton shares in Q1 2025, an estimated $52K.
Wingate Wealth Advisors first reported a position in Halliburton in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Halliburton position peaked at $52K in Q4 2024.
953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.