Position in SLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,460,280
+$2,765,206 QoQ
Shares Held
203,547
+1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Soltis Investment Advisors LLC holds $15,354,266 across 5 Oil & Gas Equipment & Services names. SLB ranks #1 (68.1% of the industry book) .
All Filings in SLB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,460,280 | 203,547 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,695,074 | 200,497 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $335,451 | 9,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $338,202 | 10,006 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $506,156 | 12,109 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $693,340 | 18,084 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $743,941 | 17,734 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $423,157 | 8,969 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $245,329 | 4,476 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $225,489 | 4,333 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $245,734 | 4,215 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||