BWL
SOC icon

Bogart Wealth LLC’s Sable Offshore Corp SOC Stock Holding History

Bogart Wealth LLC’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 		$4.34K Buy
+1,410
New +$17.9K ﹤0.01% 1244

Other funds holding SOC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bogart Wealth LLC's SOC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Sable Offshore Corp (SOC) in Q2 2026: 1,410 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings.

31 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

  • Bogart Wealth LLC held 1,410 shares of Sable Offshore Corp worth $4.34K as of Q2 2026.
  • Sable Offshore Corp was a new Bogart Wealth LLC position in Q2 2026.
  • Sable Offshore Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1244 holding.
  • 31 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

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