Position in SLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$642,629
+$360,243 QoQ
Shares Held
13,823
+151.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#893
of 1,687 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SLB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,203,446 across 2 Oil & Gas Equipment & Services names. SLB ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
This page
|
13,823 | $642,629 | |
| 2 | HAL |
Halliburton Co
|
16,519 | $560,817 |
All Filings in SLB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,629 | 13,823 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $282,386 | 5,495 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||