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
2026 Q2	$53.4K	Buy	+12,006	New	+$153K	0.01%	42
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 $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

Briaud Financial Planning's SOC Position: Q2 2026 in Review

Briaud Financial Planning opened a new position in Sable Offshore Corp (SOC) in Q2 2026: 12,006 shares worth $53.4K. The stake represents 0.01% of the portfolio and ranks #42 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in SOC as recently as Q2 2025.

Briaud Financial Planning first reported a position in SOC in Q3 2023 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

Briaud Financial Planning held 12,006 shares of Sable Offshore Corp worth $53.4K as of Q2 2026.
Sable Offshore Corp was a new Briaud Financial Planning position in Q2 2026.
Sable Offshore Corp made up 0.01% of Briaud Financial Planning's portfolio in Q2 2026, its #42 holding.
Briaud Financial Planning first reported a position in Sable Offshore Corp in Q3 2023 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.