Position in SLB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$29,288
+$1,949 QoQ
Shares Held
630
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,481
of 1,687 holders
Holding Since
Sep 2023
5 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, 2026GoalVest Advisory LLC holds $2,377,762 across 6 Oil & Gas Equipment & Services names. SLB ranks #3 (1.2% of the industry book) .
All Filings in SLB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,288 | 630 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $27,339 | 532 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,418 | 532 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $125 | 3 | Shares | Sole | 2025-04-07 | |
| 2023-09-30 | $699 | 12 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||