ORG Wealth Partners’s Sable Offshore Corp SOC Stock Holding History

ORG Wealth Partners’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 Q1	–	Sell	-4,608	Closed	-$106K	–	818
2024 Q4	$106K	Buy	+4,608	New	+$101K	0.03%	167

Other funds holding SOC

PGA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ECA

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

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

HCM

Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ORG Wealth Partners's SOC Position: Q1 2025 in Review

ORG Wealth Partners sold out of Sable Offshore Corp (SOC) in Q1 2025, closing a stake of 4,608 shares — an estimated $106K sold.

ORG Wealth Partners first reported a position in SOC in Q4 2024 and held it in 1 quarter. The position peaked at $106K in Q4 2024. 193 funds tracked by Wall St. Rank hold SOC as of Q1 2025.

ORG Wealth Partners reported no remaining Sable Offshore Corp position as of Q1 2025 after selling out during the quarter.
ORG Wealth Partners sold 4,608 Sable Offshore Corp shares in Q1 2025, an estimated $106K.
ORG Wealth Partners first reported a position in Sable Offshore Corp in Q4 2024 and held it in 1 quarter.
ORG Wealth Partners's Sable Offshore Corp position peaked at $106K in Q4 2024.
193 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.