Position in SLB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$319,014
+$55,435 QoQ
Shares Held
6,862
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,136
of 1,688 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Derivatives in SLB
reported options exposure · as of Dec 31, 2025CallValue
$19,190
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $2,027,497 across 3 Oil & Gas Equipment & Services names. SLB ranks #3 (15.7% of the industry book) .
All Filings in SLB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,014 | 6,862 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $263,579 | 5,129 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $222,220 | 5,790 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $19,190 | 500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $37,807 | 110,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $362,294 | 10,541 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $225,412 | 6,669 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $37,180 | 1,100 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $1,629,756 | 42,508 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,531,007 | 36,496 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,159,617 | 45,774 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,359,288 | 24,800 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $831,130 | 15,971 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,445,840 | 24,800 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,560,296 | 31,765 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,830,104 | 37,273 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $772,521 | 21,603 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $941,949 | 22,802 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $700,260 | 23,381 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $723,038 | 24,394 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $847,848 | 26,487 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $513,075 | 18,870 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $278,834 | 12,773 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $158,306 | 10,174 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $238,958 | 12,994 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $193,972 | 14,379 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||