Position in SLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$927,332
+$250,731 QoQ
Shares Held
18,045
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,766,328 across 4 Oil & Gas Equipment & Services names. SLB ranks #2 (16.1% of the industry book) .
All Filings in SLB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $927,332 | 18,045 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $676,601 | 17,629 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $515,068 | 14,986 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $506,662 | 14,990 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $630,929 | 15,094 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $598,755 | 15,617 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $594,683 | 14,176 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $611,877 | 12,969 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $764,270 | 13,944 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $686,875 | 13,199 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $915,951 | 15,711 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $475,236 | 9,675 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||