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 Q3	$41.3K	Hold	12,006	–	–	0.01%	44
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

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

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KDK Private Wealth Management Houston, Texas $126M AUM 17.87% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Briaud Financial Planning's SOC Position: Q3 2026 in Review

Briaud Financial Planning held its Sable Offshore Corp (SOC) position steady in Q3 2026 at 12,006 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #44.

Briaud Financial Planning first reported a position in SOC in Q3 2023 and has held it in 9 quarters since. The position peaked at $53.4K in Q2 2026. 66 funds tracked by Wall St. Rank hold SOC as of Q3 2026.

Briaud Financial Planning held 12,006 shares of Sable Offshore Corp worth $41.3K as of Q3 2026.
Briaud Financial Planning left its Sable Offshore Corp share count unchanged in Q3 2026.
Sable Offshore Corp made up 0.01% of Briaud Financial Planning's portfolio in Q3 2026, its #44 holding.
Briaud Financial Planning first reported a position in Sable Offshore Corp in Q3 2023 and has held it in 9 quarters since.
Briaud Financial Planning's Sable Offshore Corp position peaked at $53.4K in Q2 2026.
66 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.