CWA
SLB icon

Consilium Wealth Advisory’s SLB Ltd SLB Stock Holding History

Consilium Wealth Advisory’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
Q2 		– Sell
-28,348
Closed -$1.18M – 99
2025
Q1 		$1.18M Buy
28,348
+2,216
+8% +$90.8K 0.59% 36
2024
Q4 		$1M Buy
26,132
+9,830
+60% +$413K 0.48% 40
2024
Q3 		$684K Buy
16,302
+1,017
+7% +$45.3K 0.37% 49
2024
Q2 		$721K Sell
15,285
-1,952
-11% -$94.2K 0.39% 47
2024
Q1 		$945K Sell
17,237
-1,569
-8% -$79.1K 0.53% 40
2023
Q4 		$979K Sell
18,806
-6,167
-25% -$335K 0.59% 33
2023
Q3 		$1.46M Buy
24,973
+1,801
+8% +$104K 1.02% 24
2023
Q2 		$1.14M Buy
23,172
+6,789
+41% +$324K 0.79% 26
2023
Q1 		$804K Sell
16,383
-2,366
-13% -$126K 0.69% 29
2022
Q4 		$1M Sell
18,749
-194
-1% -$9.66K 0.85% 27
2022
Q3 		$680K Sell
18,943
-4,490
-19% -$163K 0.76% 30
2022
Q2 		$838K Buy
23,433
+179
+0.8% +$7.46K 0.9% 31
2022
Q1 		$961K Sell
23,254
-12,048
-34% -$472K 0.69% 33
2021
Q4 		$1.06M Buy
+35,302
New +$1.11M 0.69% 34

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consilium Wealth Advisory's SLB Position: Q2 2025 in Review

Consilium Wealth Advisory sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 28,348 shares — an estimated $1.18M sold.

Consilium Wealth Advisory first reported a position in SLB in Q4 2021 and held it in 14 quarters. The position peaked at $1.46M in Q3 2023. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Consilium Wealth Advisory reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 28,348 SLB Ltd shares in Q2 2025, an estimated $1.18M.
  • Consilium Wealth Advisory first reported a position in SLB Ltd in Q4 2021 and held it in 14 quarters.
  • Consilium Wealth Advisory's SLB Ltd position peaked at $1.46M in Q3 2023.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Consilium Wealth Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.