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 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

PGA

Pilgrim Global Advisors Reno, Nevada $466M AUM 46.9% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Avidian Wealth Enterprises's SOC Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Sable Offshore Corp (SOC) position steady in Q2 2026 at 45,874 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Avidian Wealth Enterprises first reported a position in SOC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2025. 245 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

Avidian Wealth Enterprises held 45,874 shares of Sable Offshore Corp worth $141K as of Q2 2026.
Avidian Wealth Enterprises left its Sable Offshore Corp share count unchanged in Q2 2026.
Sable Offshore Corp made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #719 holding.
Avidian Wealth Enterprises first reported a position in Sable Offshore Corp in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Sable Offshore Corp position peaked at $1.16M in Q1 2025.
245 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.