Phoenix Financial’s SLB Ltd SLB Stock Holding History

Phoenix Financial’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	$896K	Buy	17,367 +5,318	+44%	+$258K	0.01%	240
2025 Q4	$466K	Buy	12,049 +2,080	+21%	+$75.4K	0.01%	313
2025 Q3	$345K	Buy	9,969 +2,436	+32%	+$84.8K	﹤0.01%	356
2025 Q2	$257K	Buy	7,533 +1,976	+36%	+$68.5K	﹤0.01%	358
2025 Q1	$234K	Buy	+5,557	New	+$228K	﹤0.01%	330
2024 Q2	–	Sell	-30,167	Closed	-$1.65M	–	432
2024 Q1	$1.65M	Sell	30,167 -3,807	-11%	-$192K	0.02%	199
2023 Q4	$1.86M	Buy	33,974 +28,567	+528%	+$1.55M	0.03%	195
2023 Q3	$322K	Buy	5,407 +951	+21%	+$55.1K	0.01%	276
2023 Q2	$227K	Sell	4,456 -1,644	-27%	-$78.4K	﹤0.01%	277
2023 Q1	$305K	Sell	6,100 -18,991	-76%	-$1.01M	0.01%	243
2022 Q4	$1.34M	Buy	+25,091	New	+$1.25M	0.03%	160
2021 Q4	–	Sell	-62,939	Closed	-$1.87M	–	431
2021 Q3	$1.87M	Buy	62,939 +3,935	+7%	+$113K	0.03%	218
2021 Q2	$1.89M	Sell	59,004 -1,640	-3%	-$50.4K	0.04%	219
2021 Q1	$1.65M	Buy	+60,644	New	+$1.6M	0.04%	248

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial's SLB Position: Q1 2026 in Review

Phoenix Financial increased its SLB Ltd (SLB) stake by 44% in Q1 2026, buying an estimated $258K and bringing the position to 17,367 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #240.

Phoenix Financial first reported a position in SLB in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.89M in Q2 2021. 1,689 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Phoenix Financial held 17,367 shares of SLB Ltd worth $896K as of Q1 2026.
Phoenix Financial bought 5,318 SLB Ltd shares in Q1 2026, an estimated $258K.
SLB Ltd made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #240 holding.
Phoenix Financial first reported a position in SLB Ltd in Q1 2021 and has held it in 14 quarters since.
Phoenix Financial's SLB Ltd position peaked at $1.89M in Q2 2021.
1,689 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.