Position in SLB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$350,860
+$199,620 QoQ
Shares Held
7,547
+156.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,099
of 1,687 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Derivatives in SLB
reported options exposure · as of Jun 30, 2026CallValue
$302,185
CallShares
6,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $350,860 across 1 Oil & Gas Equipment & Services name. SLB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
7,547 | $350,860 |
All Filings in SLB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,860 | 7,547 | Shares | Sole | 2026-07-23 | |
| 2026-06-30 | $302,185 | 6,500 | Call | Sole | 2026-07-23 | |
| 2026-03-31 | $151,240 | 2,943 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $256,950 | 5,000 | Call | Sole | 2026-04-08 | |
| 2025-12-31 | $519,780 | 13,543 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $365,696 | 10,640 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $359,294 | 10,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $360,734 | 8,630 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||