Position in SLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,340
-$7,203 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,420
of 1,687 holders
Holding Since
Dec 2020
20 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, 2026Heritage Wealth Advisors holds $341,844 across 2 Oil & Gas Equipment & Services names. SLB ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
4,928 | $273,504 | |
| 2 | SLB |
Slb Limited/Nv
This page
|
1,470 | $68,340 |
All Filings in SLB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,340 | 1,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,543 | 1,470 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,424 | 1,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,843 | 1,392 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,908 | 1,447 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $60,484 | 1,447 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $58,583 | 1,528 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $71,482 | 1,704 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,110 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $87,257 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $82,847 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $92,813 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $78,199 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $78,167 | 1,592 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $85,108 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $57,152 | 1,592 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $49,777 | 1,392 | Shares | Sole | 2022-08-04 | |
| 2021-06-30 | $320 | 10 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,866 | 510 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $11,133 | 510 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||