EXENCIAL WEALTH ADVISORS, LLC

Position in SLB — Slb Limited/Nv

CIK 1576151 OKLAHOMA CITY, OK

Position in SLB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$439,538

+$81,530 QoQ

Shares Held

8,553

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $1,614,046 across 4 Oil & Gas Equipment & Services names. SLB ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVX	Innovex International, Inc.	25,531	$622,701
2	SLB	Slb Limited/Nv This page	8,553	$439,538
3	HAL	Halliburton Co	7,119	$277,569
4	FTI	TechnipFMC plc	3,967	$274,238

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$439,538	8,553	-8.3%	Shares	Sole	2026-04-28
2025-12-31	$358,008	9,328	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$319,262	9,289	+14.3%	Shares	Sole	2025-10-27
2025-06-30	$274,794	8,130	-4.1%	Shares	Sole	2025-07-30
2025-03-31	$354,296	8,476	+6.0%	Shares	Sole	2025-05-09
2024-12-31	$306,566	7,996	+23.1%	Shares	Sole	2025-02-06
2024-09-30	$272,507	6,496	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$310,821	6,588	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$360,759	6,582	-4.9%	Shares	Sole	2024-05-10
2023-12-31	$360,220	6,922	+24.0%	Shares	Sole	2024-02-13
2023-09-30	$325,547	5,584	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$274,629	5,591	+1.7%	Shares	Sole	2023-08-10
2023-03-31	$270,000	5,499	-3.7%	Shares	Sole	2023-05-02
2022-12-31	$305,203	5,709	+0.6%	Shares	Sole	2023-02-14
2022-06-30	$203,009	5,677	+6.0%	Shares	Sole	2022-08-11
2022-03-31	$221,256	5,356	-33.9%	Shares	Sole	2022-05-12
2021-06-30	$259,248	8,099	-1.9%	Shares	Sole	2021-08-16
2021-03-31	$224,562	8,259	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.