JWA
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JFS Wealth Advisors’s SLB Ltd SLB Stock Holding History

JFS Wealth Advisors’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
Q2 		$26.4K Buy
567
+55
+11% +$2.95K ﹤0.01% 693
2026
Q1 		$26.3K Buy
512
+33
+7% +$1.6K ﹤0.01% 672
2025
Q4 		$18.4K Buy
479
+87
+22% +$3.15K ﹤0.01% 769
2025
Q3 		$13.5K Buy
392
+109
+39% +$3.79K ﹤0.01% 806
2025
Q2 		$9.58K Sell
283
-136
-32% -$4.72K ﹤0.01% 877
2025
Q1 		$17.5K Sell
419
-1
-0.2% -$41 ﹤0.01% 698
2024
Q4 		$16.1K Sell
420
-82
-16% -$3.44K ﹤0.01% 701
2024
Q3 		$21.1K Sell
502
-137
-21% -$6.1K ﹤0.01% 629
2024
Q2 		$30.1K Sell
639
-2
-0.3% -$97 ﹤0.01% 508
2024
Q1 		$35.1K Buy
641
+85
+15% +$4.29K ﹤0.01% 502
2023
Q4 		$28.9K Buy
556
+15
+3% +$815 ﹤0.01% 509
2023
Q3 		$31.5K Sell
541
-2
-0.4% -$116 ﹤0.01% 445
2023
Q2 		$26.7K Sell
543
-98
-15% -$4.67K ﹤0.01% 475
2023
Q1 		$31.5K Sell
641
-41
-6% -$2.18K ﹤0.01% 437
2022
Q4 		$36.5K Sell
682
-124
-15% -$6.17K ﹤0.01% 411
2022
Q3 		$29K Sell
806
-324
-29% -$11.7K ﹤0.01% 491
2022
Q2 		$40K Buy
1,130
+512
+83% +$21.4K ﹤0.01% 437
2022
Q1 		$26K Buy
618
+302
+96% +$11.8K ﹤0.01% 546
2021
Q4 		$9K Buy
316
+216
+216% +$6.8K ﹤0.01% 708
2021
Q3 		$3K Hold
100
– – ﹤0.01% 755
2021
Q2 		$3K Hold
100
– – ﹤0.01% 536
2021
Q1 		$3K Hold
100
– – ﹤0.01% 523
2020
Q4 		$2K Hold
100
– – ﹤0.01% 539
2020
Q3 		$2K Hold
100
– – ﹤0.01% 519
2020
Q2 		$2K Hold
100
– – ﹤0.01% 497
2020
Q1 		$1K Hold
100
– – ﹤0.01% 487
2019
Q4 		$4K Hold
100
– – ﹤0.01% 422
2019
Q3 		$3K Hold
100
– – ﹤0.01% 436
2019
Q2 		$4K Hold
100
– – ﹤0.01% 411
2019
Q1 		$4K Hold
100
– – ﹤0.01% 407
2018
Q4 		$4K Hold
100
– – ﹤0.01% 399
2018
Q3 		$6K Hold
100
– – ﹤0.01% 450
2018
Q2 		$7K Sell
100
-97
-49% -$6.66K ﹤0.01% 395
2018
Q1 		$13K Buy
197
+3
+2% +$210 ﹤0.01% 349
2017
Q4 		$13K Sell
194
-406
-68% -$26.3K ﹤0.01% 366
2017
Q3 		$42K Buy
600
+500
+500% +$33.1K 0.01% 257
2017
Q2 		$7K Sell
100
-4,356
-98% -$312K ﹤0.01% 359
2017
Q1 		$374K Hold
4,456
– – 0.1% 97
2016
Q4 		$374K Hold
4,456
– – 0.1% 97
2016
Q3 		$350K Hold
4,456
– – 0.1% 96
2016
Q2 		$352K Sell
4,456
-22
-0.5% -$1.69K 0.1% 117
2016
Q1 		$330K Sell
4,478
-129
-3% -$9.07K 0.1% 102
2015
Q4 		$322K Buy
4,607
+151
+3% +$11.3K 0.09% 105
2015
Q3 		$307K Sell
4,456
-822
-16% -$65.1K 0.14% 82
2015
Q2 		$455K Buy
5,278
+691
+15% +$62.4K 0.23% 58
2015
Q1 		$383K Buy
4,587
+105
+2% +$8.74K 0.18% 62
2014
Q4 		$383K Buy
4,482
+141
+3% +$13K 0.06% 61
2014
Q3 		$441K Buy
4,341
+19
+0.4% +$2.07K 0.08% 48
2014
Q2 		$510K Buy
+4,322
New +$445K 0.09% 48

Other funds holding SLB

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $1.52B AUM 34.35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return