Position in SLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,759,680
+$2,434,819 QoQ
Shares Held
189,914
-0.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 1.2247648935834115.ToString("F0")%
Shared 0.ToString("F0")%
None 98.77523510641659.ToString("F0")%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $21,962,976 across 6 Oil & Gas Equipment & Services names. SLB ranks #1 (44.4% of the industry book) .
All Filings in SLB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,759,680 | 189,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,324,861 | 190,851 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $556,484 | 16,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $589,303 | 17,435 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,073 | 15,552 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $479,058 | 12,495 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $327,429 | 6,940 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $218,746 | 3,991 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||