Avidian Wealth Enterprises’s Sable Offshore Corp SOC Stock Holding History

Avidian Wealth Enterprises’s Portfolio SOC Stock Details SOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$159K	Hold	45,874	–	–	﹤0.01%	733
2026 Q2	$141K	Hold	45,874	–	–	﹤0.01%	719
2026 Q1	$758K	Hold	45,874	–	–	0.02%	345
2025 Q4	$414K	Sell	45,874 -29	-0.1%	-$274	0.02%	414
2025 Q3	$801K	Buy	45,903 +196	+0.4%	+$5.02K	0.03%	261
2025 Q2	$1M	Hold	45,707	–	–	0.04%	202
2025 Q1	$1.16M	Hold	45,707	–	–	0.05%	177
2024 Q4	$1.05M	Hold	45,707	–	–	0.05%	181
2024 Q3	$1.08M	Buy	45,707 +22,697	+99%	+$409K	0.05%	177
2024 Q2	$347K	Buy	+23,010	New	+$290K	0.01%	363

Other funds holding SOC

TSC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Avidian Wealth Enterprises's SOC Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Sable Offshore Corp (SOC) position steady in Q3 2026 at 45,874 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Avidian Wealth Enterprises first reported a position in SOC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2025. 9 funds tracked by Wall St. Rank hold SOC as of Q3 2026.

Avidian Wealth Enterprises held 45,874 shares of Sable Offshore Corp worth $159K as of Q3 2026.
Avidian Wealth Enterprises left its Sable Offshore Corp share count unchanged in Q3 2026.
Sable Offshore Corp made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #733 holding.
Avidian Wealth Enterprises first reported a position in Sable Offshore Corp in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Sable Offshore Corp position peaked at $1.16M in Q1 2025.
9 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.