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Lee, Danner & Bass’s Sable Offshore Corp SOC Stock Holding History

Lee, Danner & Bass’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 		$216K Hold
70,000
– – 0.01% 238
2026
Q1 		$1.16M Buy
+70,000
New +$818K 0.07% 145

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TC
T3 Companies New York $93.7M AUM

Lee, Danner & Bass's SOC Position: Q2 2026 in Review

Lee, Danner & Bass held its Sable Offshore Corp (SOC) position steady in Q2 2026 at 70,000 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #238.

Lee, Danner & Bass first reported a position in SOC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.16M in Q1 2026. 41 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

  • Lee, Danner & Bass held 70,000 shares of Sable Offshore Corp worth $216K as of Q2 2026.
  • Lee, Danner & Bass left its Sable Offshore Corp share count unchanged in Q2 2026.
  • Sable Offshore Corp made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #238 holding.
  • Lee, Danner & Bass first reported a position in Sable Offshore Corp in Q1 2026 and has held it in 2 quarters since.
  • Lee, Danner & Bass's Sable Offshore Corp position peaked at $1.16M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.