Position in SLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,350,162
-$128,636 QoQ
Shares Held
29,042
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#728
of 1,687 holders
Holding Since
Dec 2022
15 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, 2026Summit Financial, LLC holds $3,279,568 across 4 Oil & Gas Equipment & Services names. SLB ranks #1 (41.2% of the industry book) .
All Filings in SLB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,162 | 29,042 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,478,798 | 28,776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,053,953 | 27,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $882,965 | 25,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,488 | 22,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $977,702 | 23,390 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,139,579 | 29,723 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $820,122 | 19,550 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $920,576 | 19,512 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $502,772 | 9,173 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $502,186 | 9,650 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $538,167 | 9,231 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $477,299 | 9,717 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $420,885 | 8,572 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $408,594 | 7,643 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||