SFMG Wealth Advisors’s Transocean RIG Stock Holding History

SFMG Wealth Advisors’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,000	Closed	-$95.1K	–	297
2025 Q1	$95.1K	Hold	30,000	–	–	0.01%	268
2024 Q4	$113K	Buy	+30,000	New	+$125K	0.01%	262

Other funds holding RIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

PGA

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

SFMG Wealth Advisors's RIG Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Transocean (RIG) in Q2 2025, closing a stake of 30,000 shares — an estimated $95.1K sold.

SFMG Wealth Advisors first reported a position in RIG in Q4 2024 and held it in 2 quarters. The position peaked at $113K in Q4 2024. 425 funds tracked by Wall St. Rank hold RIG as of Q2 2025.

SFMG Wealth Advisors reported no remaining Transocean position as of Q2 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 30,000 Transocean shares in Q2 2025, an estimated $95.1K.
SFMG Wealth Advisors first reported a position in Transocean in Q4 2024 and held it in 2 quarters.
SFMG Wealth Advisors's Transocean position peaked at $113K in Q4 2024.
425 funds tracked by Wall St. Rank held Transocean as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.