Position in SLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$213,987
+$40,247 QoQ
Shares Held
4,164
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 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 Mar 31, 2026Icon Wealth Advisors, LLC holds $13,629,522 across 4 Oil & Gas Equipment & Services names. SLB ranks #4 (1.6% of the industry book) .
All Filings in SLB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,987 | 4,164 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $173,740 | 5,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $194,755 | 5,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,886 | 6,337 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $190,473 | 4,968 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $262,103 | 6,248 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $327,873 | 5,982 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $318,328 | 6,117 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $452,111 | 8,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $569,661 | 15,868 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||