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Philip James Wealth Mangement, LLC: SLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on SLB, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 45,436 SLB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,436 shares
    Change vs previous 13F -6,712 shares

    0.24% of the 13F portfolio, value $2,112,320.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    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 52,148 shares
    Change vs previous 13F +369 shares

    0.31% of the 13F portfolio, value $2,679,886.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    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 51,779 shares
    Change vs previous 13F +1,242 shares

    0.23% of the 13F portfolio, value $1,987,278.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    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 50,537 shares
    Change vs previous 13F +26,993 shares

    0.2% of the 13F portfolio, value $1,736,957.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    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 23,544 shares
    Change vs previous 13F +17,697 shares

    0.1% of the 13F portfolio, value $795,781.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    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 5,847 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $244,423.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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