RYIA
SLB icon

Roehl & Yi Investment Advisors’s SLB Ltd SLB Stock Holding History

Roehl & Yi Investment 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
Q2 		– Sell
-5,789
Closed -$242K – 162
2025
Q1 		$242K Buy
+5,789
New +$237K 0.13% 133

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

Roehl & Yi Investment Advisors's SLB Position: Q2 2025 in Review

Roehl & Yi Investment Advisors sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,789 shares — an estimated $242K sold.

Roehl & Yi Investment Advisors first reported a position in SLB in Q1 2025 and held it in 1 quarter. The position peaked at $242K in Q1 2025. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Roehl & Yi Investment Advisors reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 5,789 SLB Ltd shares in Q2 2025, an estimated $242K.
  • Roehl & Yi Investment Advisors first reported a position in SLB Ltd in Q1 2025 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's SLB Ltd position peaked at $242K in Q1 2025.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2025, filed 29 May 2026.