Carson Wealth (CWM LLC)
SOC icon

Carson Wealth (CWM LLC)’s Sable Offshore Corp SOC Stock Holding History

Carson Wealth (CWM 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
Q1 		$55.9K Buy
3,386
+2,711
+402% +$31.7K ﹤0.01% 3732
2025
Q4 		$6K Sell
675
-1,199
-64% -$11.3K ﹤0.01% 4783
2025
Q3 		$33K Buy
1,874
+7
+0.4% +$179 ﹤0.01% 3825
2025
Q2 		$41K Buy
1,867
+1,730
+1,263% +$40.2K ﹤0.01% 3440
2025
Q1 		$3K Buy
137
+26
+23% +$666 ﹤0.01% 4705
2024
Q4 		$3K Buy
111
+16
+17% +$350 ﹤0.01% 4476
2024
Q3 		$2K Buy
+95
New +$1.71K ﹤0.01% 4484

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sable Offshore Corp (SOC) stake by 402% in Q1 2026, buying an estimated $31.7K and bringing the position to 3,386 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

Carson Wealth (CWM LLC) first reported a position in SOC in Q3 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold SOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,386 shares of Sable Offshore Corp worth $55.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,711 Sable Offshore Corp shares in Q1 2026, an estimated $31.7K.
  • Sable Offshore Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3732 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sable Offshore Corp in Q3 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.