Position in SLB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$258,484
-$19,587 QoQ
Shares Held
5,560
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,217
of 1,687 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $909,221 across 3 Oil & Gas Equipment & Services names. SLB ranks #3 (28.4% of the industry book) .
All Filings in SLB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,484 | 5,560 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $278,071 | 5,411 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,687 | 6,662 | Shares | Sole | 2026-02-04 | |
| 2024-03-31 | $240,615 | 4,390 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,493 | 4,237 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $227,253 | 3,898 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||