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Oak Family Advisors’s SLB Ltd SLB Stock Holding History

Oak Family 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
2025
Q1 		– Sell
-30,116
Closed -$1.15M – 135
2024
Q4 		$1.15M Sell
30,116
-86,911
-74% -$3.65M 0.42% 55
2024
Q3 		$4.91M Buy
117,027
+3,105
+3% +$138K 1.51% 21
2024
Q2 		$5.37M Buy
113,922
+43,287
+61% +$2.09M 1.84% 16
2024
Q1 		$3.87M Buy
70,635
+40,373
+133% +$2.04M 1.49% 26
2023
Q4 		$1.57M Sell
30,262
-6,931
-19% -$377K 0.66% 45
2023
Q3 		$2.17M Buy
+37,193
New +$2.16M 1.02% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Oak Family Advisors's SLB Position: Q1 2025 in Review

Oak Family Advisors sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 30,116 shares — an estimated $1.15M sold.

Oak Family Advisors first reported a position in SLB in Q3 2023 and held it in 6 quarters. The position peaked at $5.37M in Q2 2024. 1,556 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

  • Oak Family Advisors reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 30,116 SLB Ltd shares in Q1 2025, an estimated $1.15M.
  • Oak Family Advisors first reported a position in SLB Ltd in Q3 2023 and held it in 6 quarters.
  • Oak Family Advisors's SLB Ltd position peaked at $5.37M in Q2 2024.
  • 1,556 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.