HAL — HALLIBURTON CO

Ownership history in Foster Victor Wealth Advisors, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Foster Victor Wealth Advisors, LLC reported a position in HALLIBURTON CO (HAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.24% (2025 Q2)
Avg. % of fund
1.06%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 632,986 -163,056 -20.5% 1.20% $20.6M $28.12
2025 Q3 REDUCED 796,042 -32,863 -4.0% 1.20% $19.4M $24.33
2025 Q2 ADDED 828,905 +106,347 +14.7% 1.24% $18.3M $20.00
2025 Q1 ADDED 722,558 +199,168 +38.1% 1.22% $15.2M $24.69
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HAL price (monthly, adj. close)

Other funds also holding HAL

As of 2025 Q4 — sorted by position size

Black Cypress Capital Management, LLC 8.59% Sourcerock Group LLC 3Y 5.19% Discerene Group LP 3Y 2.92% Sage Capital Advisors,llc 3Y 7Y 1.87% Merrion Investment Management Co, LLC 3Y 1.69% KLCM Advisors, Inc. 3Y 7Y 1.63% BRANDES INVESTMENT PARTNERS, LP 3Y 7Y 1.62% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 1.25% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.18% Harvest Investment Advisors, LLC 1.07%
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