SLB Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for SLB. 10 published articles.
Insider Activity
Over the past 90 days, SLB insiders engaged in seven open-market sales totaling $7.3M with no offsetting purchases, resulting in an insider sentiment score of 0/100. Notable transactions included sales by CEO Le Peuch Olivier ($1.4M on 2026-04-29 and $1.4M on 2026-05-27) and EVP Gassen Steve Matthew ($1.9M on 2026-05-01). Despite the net insider selling, the stock returned 16.4% over the period, and institutional investors showed accumulation activity via 13F filings. The absence of cluster buying and first-buy-in-quarters activity underscores the one-directional nature of insider positioning.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 27, 2026 | Le Peuch Olivierdirector, officer: Chief Executive Officer | Sell | 25,000 | $56.99 |
| May 7, 2026 | de La Chevardiere Patrickdirector | Sell | 2,000 | $54.33 |
| May 1, 2026 | Coleman Peter Johndirector | Grant | 3,428 | — |
| May 1, 2026 | Narayanan Vanithadirector | Grant | 3,428 | — |
| May 1, 2026 | Gassen Steve Matthewofficer: EVP, Geographies | Sell | 20,000 | $56.16 |
| May 1, 2026 | Sheets Jeffrey Waynedirector | Grant | 3,428 | — |
| May 1, 2026 | Moraeus Hanssen Mariadirector | Grant | 3,428 | — |
| May 1, 2026 | Gassen Steve Matthewofficer: EVP, Geographies | Option | 21,980 | $38.75 |
| May 1, 2026 | Gassen Steve Matthewofficer: EVP, Geographies | Sell | 33,379 | $56.19 |
| May 1, 2026 | Leupold Samuel Georg Friedrichdirector | Grant | 3,428 | — |
| May 1, 2026 | de La Chevardiere Patrickdirector | Grant | 3,428 | — |
| May 1, 2026 | Galuccio Miguel Matiasdirector | Grant | 3,428 | — |
| May 1, 2026 | Gassen Steve Matthewofficer: EVP, Geographies | Option | 11,399 | $41.47 |
| May 1, 2026 | HACKETT JAMES Tdirector | Grant | 5,450 | — |
| Apr 29, 2026 | Le Peuch Olivierdirector, officer: Chief Executive Officer | Sell | 25,000 | $56.48 |
Source: SLB SEC Form 4 filings, latest May 27, 2026. For informational purposes only — not investment advice.
Research
SLB: Gulf Oil Resumption Lags Street as Iran War Disrupts Q1
SLB's Q1 earnings showed Middle East revenue down 10% with ongoing demobilizations from the Iran conflict, contradicting the IEA's projection of swift Gulf oil field resumption. The market sold oilfield services stocks but hasn't repriced energy producers XOM and CVX for the extended tight-supply window this signals. The trade is long the producers on 6-9 month crude strength, breaking if official Gulf resumption announcements or OPEC data show rapid supply return by mid-May.
XOMCVXHALCan Energy Stocks Hold Gains as Middle East Ceasefire Hopes Strip Geopolitical Premium?
Last week's S&P 500 rally on Middle East ceasefire hopes creates a tactical mispricing in energy stocks. While XLE participated in the broad market advance, the de-escalation narrative removes the geopolitical premium that had been supporting energy valuations, setting up 5-10% underperformance versus the S&P 500 over 30 days as the conflict bid unwinds.
XLEXLFXLIMiddle East De-Escalation Talks: Why XOM, JPM, and SLB Benefit Most — and OXY Lags
US-Iran ceasefire talks in Islamabad on April 11 signal Middle East de-escalation, favoring integrated oils like XOM and CVX for stable refining, big banks JPM/BAC for lower provisions, and services SLB amid resilient rigs—while upstream OXY lags. Ranked conviction prioritizes cash-rich names. Watch negotiation breakthroughs and oil flows.
XOMCVXJPMUS-Iran De-Escalation Talks: Why CVX, XOM, and JPM Are the Biggest Winners
US-Iran talks in Pakistan on April 11 signal Middle East de-escalation, lowering oil premiums and volatility to favor integrated majors (CVX, XOM), banks (JPM, BAC), services (SLB), and upstream (OXY). Ranked conviction highlights CVX and XOM for stability and FCF.
XOMCVXOXYXLE Holds Firm as US-Iran Talks Fail — Oil Could Hit $120 and These Stocks Benefit
Faltering US-Iran ceasefire talks triggered a Gulf stock selloff amid escalation fears, but XLE holds resilient on high oil prices. Geopolitical risks could drive crude to $120+, boosting the ETF's top holdings like XOM and CVX. Bullish on XLE at current valuations amid skewed odds for higher oil.
XLEXOMCVXOil Falls Below $100 on Iran De-Escalation — JPM and XOM Emerge as Top Winners
Trump's Iran de-escalation signals dropped Brent below $100, pressuring pure energy plays while boosting banks and integrated majors via stability and refining gains. JPM and XOM top the winners list with strong FCF and low multiples; OXY lags as upstream exposure bites. Investors should favor diversified resilience over high-beta oil bets.
JPMBACXOM$140 Oil Stalls Stock Rally: OXY, XOM Win as AAL, DAL Bleed
Sustained $140+ oil per Bloomberg's April 2 report stalls stocks, favoring XOM, CVX, OXY, SLB via higher realizations while crushing AAL and DAL on fuel costs. Energy winners show robust margins and FCF; airlines face EPS erosion. Ranked: OXY > XOM > CVX > SLB > DAL > AAL.
XOMCVXOXYOil Hits $150 on Hormuz Crisis: OXY, SLB Surge While AAL and DAL Face Margin Collapse
Hormuz crisis spikes oil to $150/bbl, boosting XOM, CVX, OXY, SLB via upstream cash flows while unhedged AAL and DAL face margin squeezes. OXY leads winners on Permian leverage; airlines trail on fuel exposure.
XOMCVXOXYBrent Crude Slides on Hormuz News: OXY Ranked Top Loser, F Top Winner
Pakistan's April 7, 2026, plea to open the Strait of Hormuz triggered a Brent slide, pressuring energy stocks like OXY and SLB while aiding Ford and Walmart via cheaper gas. Analysis ranks OXY as top loser and F as prime winner based on TTM metrics and guidance.
XOMCVXOXYStrait of Hormuz Reopening: Is XLE's 12% Rally Already Priced In — or Is OIH Next?
Bloomberg's April 8 note flags markets pricing a Strait of Hormuz reopening, stabilizing XLE at $61 after a 12% March rally. Oil services via OIH remain bullish on lingering risks, with HAL and SLB showing strong YTD gains and undervalued multiples. Watch shipping flows and Q1 earnings for next moves.
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