Position in SLB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,372,383
+$2,971,904 QoQ
Shares Held
94,050
+245.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#489
of 1,693 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $26,322,327 across 10 Oil & Gas Equipment & Services names. SLB ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OII |
Oceaneering International Inc
|
131,457 | $5,326,637 | |
| 2 | SLB |
Slb Limited/Nv
This page
|
94,050 | $4,372,383 | |
| 3 | WBI |
WaterBridge Infrastructure LLC
|
109,176 | $3,741,461 | |
| 4 | HAL |
Halliburton Co
|
102,509 | $3,480,180 | |
| 5 | BKR |
Baker Hughes Co
|
54,901 | $3,047,005 | |
| 6 | USAC |
USA Compression Partners, LP
|
98,647 | $2,603,294 | |
| 7 | FET |
Forum Energy Technologies, Inc.
|
36,048 | $1,810,690 | |
| 8 | FTI |
TechnipFMC plc
|
15,200 | $1,007,759 |
All Filings in SLB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,372,383 | 94,050 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||