Position in SLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,280,034
+$7,291,168 QoQ
Shares Held
394,630
+16.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7036971340242759.ToString("F0")%
Shared 0.ToString("F0")%
None 99.29630286597573.ToString("F0")%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Derivatives in SLB
reported options exposure · as of Sep 30, 2025CallValue
$6,874
CallShares
200
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 Mar 31, 2026Creative Planning holds $112,454,305 across 31 Oil & Gas Equipment & Services names. SLB ranks #1 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
394,630 | $20,280,034 | |
| 2 | HAL |
Halliburton Co
|
472,363 | $18,417,433 | |
| 3 | FTI |
TechnipFMC plc
|
202,478 | $13,997,304 | |
| 4 | BKR |
Baker Hughes Co
|
123,999 | $7,570,138 | |
| 5 | NOV |
NOV Inc.
|
340,621 | $6,407,081 | |
| 6 | LBRT |
Liberty Energy Inc.
|
205,544 | $5,919,667 | |
| 7 | RES |
Rpc Inc
|
790,605 | $5,597,483 | |
| 8 | TS |
Tenaris SA
|
72,820 | $4,236,667 |
All Filings in SLB
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,280,034 | 394,630 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,988,866 | 338,428 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,645,768 | 280,645 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $6,874 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $8,592,331 | 254,211 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,929,315 | 213,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,067,086 | 262,574 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,204,756 | 243,260 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $12,427,533 | 263,407 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $9,546,859 | 174,181 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,549,025 | 145,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,278,600 | 142,000 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,257,248 | 127,387 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $6,511,641 | 132,620 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,038 | 300 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $6,540,136 | 122,337 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,590 | 100 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $4,025,179 | 112,122 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,910,177 | 109,345 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,833,122 | 68,582 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,015,455 | 67,294 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,920,108 | 64,781 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,421,019 | 44,393 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,312,400 | 85,046 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,627,033 | 74,532 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $976,793 | 62,776 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $935,775 | 50,885 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $624,681 | 46,307 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||