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SFMG Wealth Advisors’s SLB Ltd SLB Stock Holding History

SFMG Wealth 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
2026
Q2 		$4.52M Sell
97,284
-3,819
-4% -$205K 0.27% 45
2026
Q1 		$5.2M Buy
101,103
+1,311
+1% +$63.6K 0.35% 39
2025
Q4 		$3.83M Sell
99,792
-8,415
-8% -$305K 0.26% 50
2025
Q3 		$3.72M Buy
108,207
+5,195
+5% +$181K 0.26% 50
2025
Q2 		$3.48M Buy
103,012
+2,052
+2% +$71.2K 0.26% 52
2025
Q1 		$4.22M Buy
100,960
+9,314
+10% +$382K 0.33% 43
2024
Q4 		$3.51M Buy
91,646
+3,248
+4% +$136K 0.28% 49
2024
Q3 		$3.71M Buy
88,398
+3,478
+4% +$155K 0.3% 42
2024
Q2 		$4.01M Buy
84,920
+3,839
+5% +$185K 0.35% 40
2024
Q1 		$4.44M Buy
81,081
+77,002
+1,888% +$3.88M 0.38% 40
2023
Q4 		$212K Buy
4,079
+16
+0.4% +$870 0.02% 233
2023
Q3 		$237K Buy
+4,063
New +$236K 0.02% 206
2023
Q1 		– Sell
-3,970
Closed -$212K – 277
2022
Q4 		$212K Buy
+3,970
New +$198K 0.02% 223
2015
Q2 		– Sell
-3,557
Closed -$297K – 160
2015
Q1 		$297K Sell
3,557
-6,999
-66% -$583K 0.02% 133
2014
Q4 		$902K Buy
+10,556
New +$971K 0.2% 61

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFMG Wealth Advisors's SLB Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its SLB Ltd (SLB) stake by 3.8% in Q2 2026, selling an estimated $205K and leaving 97,284 shares worth $4.52M. The position accounts for 0.27% of the portfolio, ranked #45.

SFMG Wealth Advisors first reported a position in SLB in Q4 2014 and has held it in 15 quarters since. The position peaked at $5.2M in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • SFMG Wealth Advisors held 97,284 shares of SLB Ltd worth $4.52M as of Q2 2026.
  • SFMG Wealth Advisors sold 3,819 SLB Ltd shares in Q2 2026, an estimated $205K.
  • SLB Ltd made up 0.27% of SFMG Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • SFMG Wealth Advisors first reported a position in SLB Ltd in Q4 2014 and has held it in 15 quarters since.
  • SFMG Wealth Advisors's SLB Ltd position peaked at $5.2M in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.