Position in SLB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$296,931
-$551,672 QoQ
Shares Held
6,387
-61.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,158
of 1,687 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $799,040 across 13 Oil & Gas Equipment & Services names. SLB ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
7,479 | $304,470 | |
| 2 | SLB |
Slb Limited/Nv
This page
|
6,387 | $296,931 | |
| 3 | HAL |
Halliburton Co
|
1,718 | $58,326 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
|
1,333 | $45,681 | |
| 5 | WFRD |
Weatherford International plc
|
311 | $25,346 | |
| 6 | NOV |
NOV Inc.
|
1,175 | $21,796 | |
| 7 | TDW |
Tidewater Inc
|
236 | $15,724 | |
| 8 | USAC |
USA Compression Partners, LP
|
519 | $13,696 |
All Filings in SLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,931 | 6,387 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $848,603 | 16,513 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $637,606 | 16,613 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,639 | 7,787 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $235,518 | 6,968 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $294,146 | 7,037 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $265,236 | 6,918 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $287,902 | 6,863 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $323,796 | 6,863 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $392,549 | 7,162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $373,543 | 7,178 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $470,539 | 8,071 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $395,661 | 8,055 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $401,883 | 8,185 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $441,205 | 8,253 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $286,984 | 7,994 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $285,901 | 7,995 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $330,273 | 7,995 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $239,450 | 7,995 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $241,121 | 8,135 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $260,369 | 8,134 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $221,245 | 8,137 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $256,646 | 16,494 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $482,112 | 26,216 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $298,587 | 22,134 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||