Position in SLB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$148,489
+$25,719 QoQ
Shares Held
3,194
+33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,356
of 1,687 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $205,341 across 6 Oil & Gas Equipment & Services names. SLB ranks #1 (72.3% of the industry book) .
All Filings in SLB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,489 | 3,194 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $122,770 | 2,389 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||