Causey Wealth LLC’s SLB Ltd SLB Stock Holding History

Causey Wealth LLC’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,741	Closed	-$295K	–	68
2025 Q2	$295K	Hold	8,741	–	–	0.15%	55
2025 Q1	$365K	Hold	8,741	–	–	0.2%	48
2024 Q4	$335K	Buy	+8,741	New	+$367K	0.2%	51

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Causey Wealth LLC's SLB Position: Q3 2025 in Review

Causey Wealth LLC sold out of SLB Ltd (SLB) in Q3 2025, closing a stake of 8,741 shares — an estimated $295K sold.

Causey Wealth LLC first reported a position in SLB in Q4 2024 and held it in 3 quarters. The position peaked at $365K in Q1 2025. 1,491 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

Causey Wealth LLC reported no remaining SLB Ltd position as of Q3 2025 after selling out during the quarter.
Causey Wealth LLC sold 8,741 SLB Ltd shares in Q3 2025, an estimated $295K.
Causey Wealth LLC first reported a position in SLB Ltd in Q4 2024 and held it in 3 quarters.
Causey Wealth LLC's SLB Ltd position peaked at $365K in Q1 2025.
1,491 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on Causey Wealth LLC's 13F filing for Q3 2025, filed 19 May 2026.