Briaud Financial Planning’s Sable Offshore Corp SOC Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-1,990	Closed	-$43K	–	355
2025 Q2	$43K	Hold	1,990	–	–	0.02%	110
2025 Q1	$50K	Hold	1,990	–	–	0.02%	86
2024 Q4	$45K	Hold	1,990	–	–	0.02%	82
2024 Q3	$47K	Hold	1,990	–	–	0.02%	63
2024 Q2	$29K	Hold	1,990	–	–	0.02%	80
2024 Q1	$22K	Buy	+1,990	New	+$23.5K	0.01%	84
2023 Q4	–	Sell	-1,990	Closed	-$20K	–	175
2023 Q3	$20K	Buy	+1,990	New	+$20.6K	0.02%	89

Other funds holding SOC

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Briaud Financial Planning's SOC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Sable Offshore Corp (SOC) in Q3 2025, closing a stake of 1,990 shares — an estimated $43K sold.

Briaud Financial Planning first reported a position in SOC in Q3 2023 and held it in 7 quarters. The position peaked at $50K in Q1 2025. 217 funds tracked by Wall St. Rank hold SOC as of Q3 2025.

Briaud Financial Planning reported no remaining Sable Offshore Corp position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,990 Sable Offshore Corp shares in Q3 2025, an estimated $43K.
Briaud Financial Planning first reported a position in Sable Offshore Corp in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Sable Offshore Corp position peaked at $50K in Q1 2025.
217 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.