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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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's SLB Position: Q3 2026 in Review

Valeo Financial Advisors reduced its SLB Ltd (SLB) stake by 8.9% in Q3 2026, selling an estimated $108K and leaving 21,516 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #296.

Valeo Financial Advisors first reported a position in SLB in Q3 2017 and has held it in 37 quarters since. The position peaked at $1.74M in Q3 2023. 83 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Valeo Financial Advisors held 21,516 shares of SLB Ltd worth $1.05M as of Q3 2026.
  • Valeo Financial Advisors sold 2,090 SLB Ltd shares in Q3 2026, an estimated $108K.
  • SLB Ltd made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #296 holding.
  • Valeo Financial Advisors first reported a position in SLB Ltd in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's SLB Ltd position peaked at $1.74M in Q3 2023.
  • 83 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.