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LYELL WEALTH MANAGEMENT, LP: SLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on SLB, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 52,359 SLB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,359 shares
    Change vs previous 13F -11,930 shares

    0.15% of the 13F portfolio, value $2,434,176.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,289 shares
    Change vs previous 13F -773 shares

    0.24% of the 13F portfolio, value $3,303,787.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,062 shares
    Change vs previous 13F -352 shares

    0.18% of the 13F portfolio, value $2,497,072.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,414 shares
    Change vs previous 13F -10,952 shares

    0.17% of the 13F portfolio, value $2,248,262.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76,366 shares
    Change vs previous 13F -47,452 shares

    0.2% of the 13F portfolio, value $2,581,186.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,818 shares
    Change vs previous 13F -28,823 shares

    0.48% of the 13F portfolio, value $5,175,592.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 152,641 shares
    Change vs previous 13F -60,601 shares

    0.52% of the 13F portfolio, value $5,852,256.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 213,242 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,945,502.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).