LYELL WEALTH MANAGEMENT, LP

Position in SLB — Slb Limited/Nv

CIK 1686444 MENLO PARK, CA

Position in SLB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,434,169

-$869,642 QoQ

Shares Held

52,359

-18.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#600

of 1,687 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $2,679,432 across 2 Oil & Gas Equipment & Services names. SLB ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SLB	Slb Limited/Nv This page	52,359	$2,434,169
2	AESI	Atlas Energy Solutions Inc.	14,766	$245,263

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,434,169	52,359	-18.6%	Shares	Sole	2026-08-05
2026-03-31	$3,303,811	64,289	-1.2%	Shares	Sole	2026-05-07
2025-12-31	$2,497,079	65,062	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$2,248,279	65,414	-14.3%	Shares	Sole	2025-11-06
2025-06-30	$2,581,170	76,366	-38.3%	Shares	Sole	2025-07-29
2025-03-31	$5,175,592	123,818	-18.9%	Shares	Sole	2025-05-08
2024-12-31	$5,852,255	152,641	-28.4%	Shares	Sole	2025-02-03
2024-09-30	$8,945,501	213,242	-3.2%	Shares	Sole	2024-10-23
2024-06-30	$10,389,696	220,214	+15.0%	Shares	Sole	2024-08-08
2024-03-31	$10,491,456	191,415	+10.0%	Shares	Sole	2024-05-03
2023-12-31	$9,055,376	174,008	+4.7%	Shares	Sole	2024-02-02
2023-09-30	$9,691,558	166,236	+0.9%	Shares	Sole	2023-10-31
2023-06-30	$8,093,207	164,764	+6.5%	Shares	Sole	2023-08-04
2023-03-31	$7,594,346	154,671	+5.6%	Shares	Sole	2023-05-03
2022-12-31	$7,831,195	146,487	+21.5%	Shares	Sole	2023-01-24
2022-09-30	$4,329,181	120,590	+11.6%	Shares	Sole	2022-10-24
2022-06-30	$3,865,548	108,097	+49.1%	Shares	Sole	2022-07-28
2022-03-31	$2,995,388	72,510	+307.1%	Shares	Sole	2022-05-04
2020-03-31	$240,256	17,810	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.