Valeo Financial Advisors’s SLB Ltd SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
23,606
+10,253
+77% +$549K 0.02% 293
2026
Q1
$686K Sell
13,353
-6,771
-34% -$329K 0.02% 335
2025
Q4
$772K Buy
20,124
+599
+3% +$21.7K 0.02% 358
2025
Q3
$671K Sell
19,525
-3,909
-17% -$136K 0.02% 396
2025
Q2
$792K Sell
23,434
-2,340
-9% -$81.2K 0.02% 350
2025
Q1
$1.08M Sell
25,774
-1,666
-6% -$68.3K 0.03% 251
2024
Q4
$1.05M Sell
27,440
-3,685
-12% -$155K 0.03% 251
2024
Q3
$1.31M Buy
31,125
+7,589
+32% +$338K 0.04% 213
2024
Q2
$1.11M Sell
23,536
-1,025
-4% -$49.5K 0.03% 223
2024
Q1
$1.21M Sell
24,561
-3,572
-13% -$180K 0.04% 206
2023
Q4
$1.46M Sell
28,133
-1,781
-6% -$96.8K 0.06% 174
2023
Q3
$1.74M Buy
29,914
+1,119
+4% +$64.9K 0.08% 140
2023
Q2
$1.41M Sell
28,795
-220
-0.8% -$10.5K 0.06% 161
2023
Q1
$1.42M Buy
29,015
+453
+2% +$24.1K 0.07% 169
2022
Q4
$1.53M Buy
28,562
+1,333
+5% +$66.4K 0.08% 141
2022
Q3
$978K Sell
27,229
-6,396
-19% -$232K 0.06% 161
2022
Q2
$1.2M Sell
33,625
-7,725
-19% -$322K 0.08% 143
2022
Q1
$1.71M Sell
41,350
-4,588
-10% -$180K 0.09% 134
2021
Q4
$1.38M Sell
45,938
-5,093
-10% -$160K 0.07% 146
2021
Q3
$1.51M Buy
51,031
+16,333
+47% +$468K 0.09% 143
2021
Q2
$1.11M Buy
34,698
+15,979
+85% +$491K 0.07% 155
2021
Q1
$509K Buy
18,719
+1,535
+9% +$40.4K 0.02% 271
2020
Q4
$375K Sell
17,184
-4,386
-20% -$82.8K 0.02% 293
2020
Q3
$336K Buy
21,570
+767
+4% +$14.3K 0.03% 239
2020
Q2
$383K Buy
20,803
+2,299
+12% +$40.3K 0.03% 219
2020
Q1
$305K Buy
18,504
+13,971
+308% +$404K 0.03% 225
2019
Q4
$182K Buy
4,533
+477
+12% +$17K 0.02% 340
2019
Q3
$139K Sell
4,056
-1,864
-31% -$68.1K 0.02% 362
2019
Q2
$235K Sell
5,920
-1,969
-25% -$79.4K 0.03% 262
2019
Q1
$344K Buy
7,889
+634
+9% +$27.4K 0.04% 203
2018
Q4
$262K Sell
7,255
-7,779
-52% -$384K 0.04% 223
2018
Q3
$772K Sell
15,034
-1,099
-7% -$70.8K 0.1% 140
2018
Q2
$1.05M Buy
16,133
+3,995
+33% +$274K 0.15% 106
2018
Q1
$786K Buy
12,138
+3,243
+36% +$226K 0.13% 117
2017
Q4
$599K Buy
8,895
+2,941
+49% +$191K 0.1% 132
2017
Q3
$415K Buy
+5,954
New +$394K 0.09% 144

Other funds holding SLB

Valeo Financial Advisors's SLB Position: Q2 2026 in Review

Valeo Financial Advisors increased its SLB Ltd (SLB) stake by 77% in Q2 2026, buying an estimated $549K and bringing the position to 23,606 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #293.

Valeo Financial Advisors first reported a position in SLB in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.74M in Q3 2023. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Valeo Financial Advisors held 23,606 shares of SLB Ltd worth $1.1M as of Q2 2026.
  • Valeo Financial Advisors bought 10,253 SLB Ltd shares in Q2 2026, an estimated $549K.
  • SLB Ltd made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #293 holding.
  • Valeo Financial Advisors first reported a position in SLB Ltd in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's SLB Ltd position peaked at $1.74M in Q3 2023.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.