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Valeo Financial Advisors’s SLB Ltd SLB Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-4,300
Closed -$68K – 1828
2020
Q3 		$68K Buy
4,300
+500
+13% +$9.3K 0.01% 569
2020
Q2 		$69K Buy
3,800
+300
+9% +$5.26K 0.01% 619
2020
Q1 		$57K Buy
+3,500
New +$101K 0.01% 558
2019
Q4 		– Sell
-1,500
Closed -$51K – 1706
2019
Q3 		$51K Buy
+1,500
New +$54.8K 0.01% 597

Other funds holding SLB

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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. 766 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.
  • 766 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.