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GoalVest Advisory’s SLB Ltd SLB Stock Holding History

GoalVest 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
2026
Q3 		$25.9K Sell
532
-98
-16% -$5.05K ﹤0.01% 296
2026
Q2 		$29.3K Buy
630
+98
+18% +$5.25K 0.01% 268
2026
Q1 		$27.3K Hold
532
– – 0.01% 292
2025
Q4 		$20.4K Buy
+532
New +$19.3K ﹤0.01% 352
2025
Q2 		– Sell
-3
Closed -$125 – 505
2025
Q1 		$125 Buy
+3
New +$123 ﹤0.01% 486
2023
Q4 		– Sell
-12
Closed -$700 – 472
2023
Q3 		$700 Buy
+12
New +$696 ﹤0.01% 449

Other funds holding SLB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's SLB Position: Q3 2026 in Review

GoalVest Advisory reduced its SLB Ltd (SLB) stake by 16% in Q3 2026, selling an estimated $5.05K and leaving 532 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

GoalVest Advisory first reported a position in SLB in Q3 2023 and has held it in 6 quarters since. The position peaked at $29.3K in Q2 2026. 83 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • GoalVest Advisory held 532 shares of SLB Ltd worth $25.9K as of Q3 2026.
  • GoalVest Advisory sold 98 SLB Ltd shares in Q3 2026, an estimated $5.05K.
  • SLB Ltd made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #296 holding.
  • GoalVest Advisory first reported a position in SLB Ltd in Q3 2023 and has held it in 6 quarters since.
  • GoalVest Advisory's SLB Ltd position peaked at $29.3K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.