Position in SLB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$378,289
-$39,511 QoQ
Shares Held
8,137
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#1,065
of 1,687 holders
Holding Since
Dec 2022
15 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, 2026Heritage Wealth Management, Inc./Texas holds $378,289 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
|
8,137 | $378,289 |
All Filings in SLB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,289 | 8,137 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,800 | 8,130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $467,122 | 12,171 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $387,556 | 11,276 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $501,254 | 14,830 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $615,964 | 14,736 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $552,786 | 14,418 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $676,527 | 16,127 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $743,179 | 15,752 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $861,229 | 15,713 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $823,324 | 15,821 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $972,793 | 16,686 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $816,718 | 16,627 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $831,901 | 16,943 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $882,303 | 16,504 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||