Position in SLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,936,819
-$163,027 QoQ
Shares Held
41,661
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#657
of 1,687 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,425,251 across 6 Oil & Gas Equipment & Services names. SLB ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
41,661 | $1,936,819 | |
| 2 | OII |
Oceaneering International Inc
|
21,106 | $855,215 | |
| 3 | FTI |
TechnipFMC plc
|
12,678 | $840,551 | |
| 4 | HAL |
Halliburton Co
|
24,309 | $825,290 | |
| 5 | WHD |
Cactus, Inc.
|
9,471 | $485,199 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
55,169 | $482,177 |
All Filings in SLB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,819 | 41,661 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,099,846 | 40,861 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,687,683 | 43,973 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,172,691 | 34,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,233,810 | 29,517 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,122,211 | 29,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,226,450 | 29,236 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $325,919 | 6,908 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $290,602 | 5,302 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $339,456 | 6,523 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $260,134 | 4,462 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $203,854 | 33,163 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $213,893 | 4,001 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||