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Oxford Financial Group’s SLB Ltd SLB Stock Holding History

Oxford Financial Group’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
Q1 		$488K Sell
9,496
-275
-3% -$13.3K 0.03% 165
2025
Q4 		$375K Buy
9,771
+79
+0.8% +$2.86K 0.02% 172
2025
Q3 		$333K Buy
9,692
+560
+6% +$19.5K 0.02% 180
2025
Q2 		$309K Sell
9,132
-103
-1% -$3.57K 0.02% 170
2025
Q1 		$386K Hold
9,235
– – 0.03% 149
2024
Q4 		$354K Sell
9,235
-117
-1% -$4.91K 0.02% 189
2024
Q3 		$392K Sell
9,352
-1,084
-10% -$48.3K 0.02% 169
2024
Q2 		$492K Buy
10,436
+300
+3% +$14.5K 0.03% 153
2024
Q1 		$556K Buy
10,136
+340
+3% +$17.1K 0.04% 122
2023
Q4 		$510K Sell
9,796
-123
-1% -$6.68K 0.04% 138
2023
Q3 		$578K Sell
9,919
-3,006
-23% -$174K 0.05% 109
2023
Q2 		$635K Buy
12,925
+2,527
+24% +$120K 0.06% 113
2023
Q1 		$511K Hold
10,398
– – 0.06% 111
2022
Q4 		$556K Buy
10,398
+479
+5% +$23.9K 0.06% 100
2022
Q3 		$356K Sell
9,919
-223
-2% -$8.09K 0.05% 122
2022
Q2 		$363K Buy
10,142
+223
+2% +$9.3K 0.05% 131
2022
Q1 		$410K Hold
9,919
– – 0.05% 131
2021
Q4 		$297K Hold
9,919
– – 0.03% 163
2021
Q3 		$294K Buy
9,919
+155
+2% +$4.44K 0.04% 154
2021
Q2 		$313K Hold
9,764
– – 0.04% 145
2021
Q1 		$265K Hold
9,764
– – 0.04% 156
2020
Q4 		$213K Buy
+9,764
New +$184K 0.03% 165
2020
Q2 		– Sell
-10,068
Closed -$136K – 207
2020
Q1 		$136K Buy
+10,068
New +$291K 0.03% 159

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's SLB Position: Q1 2026 in Review

Oxford Financial Group reduced its SLB Ltd (SLB) stake by 2.8% in Q1 2026, selling an estimated $13.3K and leaving 9,496 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #165.

Oxford Financial Group first reported a position in SLB in Q1 2020 and has held it in 23 quarters since. The position peaked at $635K in Q2 2023. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Oxford Financial Group held 9,496 shares of SLB Ltd worth $488K as of Q1 2026.
  • Oxford Financial Group sold 275 SLB Ltd shares in Q1 2026, an estimated $13.3K.
  • SLB Ltd made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #165 holding.
  • Oxford Financial Group first reported a position in SLB Ltd in Q1 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's SLB Ltd position peaked at $635K in Q2 2023.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.