Position in SLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,400,479
+$401,833 QoQ
Shares Held
27,252
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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)
Derivatives in SLB
reported options exposure · as of Mar 31, 2026CallValue
$51,390
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $19,845,636 across 11 Oil & Gas Equipment & Services names. SLB ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OII |
Oceaneering International Inc
|
116,547 | $4,133,922 | |
| 2 | HAL |
Halliburton Co
|
88,960 | $3,468,549 | |
| 3 | BKR |
Baker Hughes Co
|
54,465 | $3,325,087 | |
| 4 | USAC |
USA Compression Partners, LP
|
99,993 | $2,711,810 | |
| 5 | WBI |
WaterBridge Infrastructure LLC
|
99,226 | $2,658,264 | |
| 6 | SLB |
Slb Limited/Nv
This page
|
27,252 | $1,400,479 | |
| 7 | TDW |
Tidewater Inc
|
9,327 | $779,270 | |
| 8 | SEI |
Solaris Energy Infrastructure, Inc.
|
6,814 | $385,058 |
All Filings in SLB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,390 | 1,000 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $1,400,479 | 27,252 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $998,646 | 26,020 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $501,939 | 14,604 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $573,045 | 16,954 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $620,353 | 14,841 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $462,878 | 12,073 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $827,170 | 19,718 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $252,035 | 5,342 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $247,137 | 4,749 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||