SSWM
SOC icon

Sheets Smith Wealth Management’s Sable Offshore Corp SOC Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-17,861
Closed -$393K – 430
2025
Q2 		$393K Buy
+17,861
New +$415K 0.05% 313

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $466M AUM 46.9% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's SOC Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Sable Offshore Corp (SOC) in Q3 2025, closing a stake of 17,861 shares — an estimated $393K sold.

Sheets Smith Wealth Management first reported a position in SOC in Q2 2025 and held it in 1 quarter. The position peaked at $393K in Q2 2025. 218 funds tracked by Wall St. Rank hold SOC as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Sable Offshore Corp position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 17,861 Sable Offshore Corp shares in Q3 2025, an estimated $393K.
  • Sheets Smith Wealth Management first reported a position in Sable Offshore Corp in Q2 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Sable Offshore Corp position peaked at $393K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.