Oak Harvest Investment Services’s SLB Ltd SLB Stock Holding History

Oak Harvest Investment Services’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	-171,256	Closed	-$6.57M	–	162
2024 Q4	$6.57M	Sell	171,256 -7,854	-4%	-$330K	0.92%	40
2024 Q3	$7.51M	Sell	179,110 -77,903	-30%	-$3.47M	1.08%	35
2024 Q2	$12.1M	Buy	257,013 +20,981	+9%	+$1.01M	1.88%	11
2024 Q1	$12.9M	Buy	236,032 +116,706	+98%	+$5.88M	2.11%	8
2023 Q4	$6.21M	Buy	119,326 +15,915	+15%	+$865K	1.24%	32
2023 Q3	$6.03M	Buy	103,411 +49,267	+91%	+$2.86M	1.28%	33
2023 Q2	$2.66M	Buy	54,144 +23,688	+78%	+$1.13M	0.6%	50
2023 Q1	$1.5M	Buy	30,456 +14,816	+95%	+$787K	0.34%	60
2022 Q4	$836K	Buy	15,640 +5,205	+50%	+$259K	0.22%	59
2022 Q3	$375K	Buy	+10,435	New	+$378K	0.1%	73

Other funds holding SLB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Oak Harvest Investment Services's SLB Position: Q1 2025 in Review

Oak Harvest Investment Services sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 171,256 shares — an estimated $6.57M sold.

Oak Harvest Investment Services first reported a position in SLB in Q3 2022 and held it in 10 quarters. The position peaked at $12.9M in Q1 2024. 1,557 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

Oak Harvest Investment Services reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
Oak Harvest Investment Services sold 171,256 SLB Ltd shares in Q1 2025, an estimated $6.57M.
Oak Harvest Investment Services first reported a position in SLB Ltd in Q3 2022 and held it in 10 quarters.
Oak Harvest Investment Services's SLB Ltd position peaked at $12.9M in Q1 2024.
1,557 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Oak Harvest Investment Services's 13F filing for Q1 2025, filed 14 May 2025.