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Valeo Financial Advisors’s Transocean RIG Stock Holding History

Valeo Financial 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
2026
Q3 		– Sell
-20,897
Closed -$102K – 895
2026
Q2 		$102K Sell
20,897
-18,705
-47% -$117K ﹤0.01% 798
2026
Q1 		$263K Buy
+39,602
New +$223K 0.01% 602
2025
Q1 		– Sell
-16,626
Closed -$30.7K – 754
2024
Q4 		$30.7K Sell
16,626
-3,474
-17% -$14.4K ﹤0.01% 727
2024
Q3 		$48K Hold
20,100
– – ﹤0.01% 688
2024
Q2 		$57.5K Buy
+20,100
New +$116K ﹤0.01% 637
2024
Q1 		– Sell
-15,100
Closed -$95.9K – 704
2023
Q4 		$95.9K Sell
15,100
-8,500
-36% -$56.9K ﹤0.01% 611
2023
Q3 		$194K Buy
23,600
+2,700
+13% +$22.1K 0.01% 569
2023
Q2 		$147K Sell
20,900
-8,700
-29% -$53.8K 0.01% 558
2023
Q1 		$188K Buy
29,600
+10,000
+51% +$64.2K 0.01% 557
2022
Q4 		$89.4K Sell
19,600
-12,000
-38% -$46.3K ﹤0.01% 512
2022
Q3 		$78K Sell
31,600
-7,500
-19% -$24K 0.01% 470
2022
Q2 		$130K Sell
39,100
-5,000
-11% -$20.3K 0.01% 450
2022
Q1 		$202K Buy
+44,100
New +$168K 0.01% 544
2021
Q4 		– Sell
-10,100
Closed -$38K – 633
2021
Q3 		$38K Sell
10,100
-400
-4% -$1.46K ﹤0.01% 561
2021
Q2 		$47K Buy
10,500
+5,500
+110% +$20.9K ﹤0.01% 491
2021
Q1 		$18K Hold
5,000
– – ﹤0.01% 1208
2020
Q4 		$12K Hold
5,000
– – ﹤0.01% 1154
2020
Q3 		$4K Sell
5,000
-4,500
-47% -$7.36K ﹤0.01% 1311
2020
Q2 		$17K Buy
9,500
+7,200
+313% +$11.2K ﹤0.01% 1117
2020
Q1 		$3K Buy
+2,300
New +$8.97K ﹤0.01% 1443
2018
Q4 		– Sell
-55
Closed -$1K – 1686
2018
Q3 		$1K Hold
55
– – ﹤0.01% 1672
2018
Q2 		$1K Sell
55
-1,015
-95% -$12.5K ﹤0.01% 1505
2018
Q1 		$11K Buy
1,070
+700
+189% +$7.21K ﹤0.01% 906
2017
Q4 		$4K Buy
370
+300
+429% +$3.12K ﹤0.01% 1080
2017
Q3 		$1K Buy
+70
New +$603 ﹤0.01% 1122

Other funds holding RIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Valeo Financial Advisors's RIG Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Transocean (RIG) in Q3 2026, closing a stake of 20,897 shares — an estimated $102K sold.

Valeo Financial Advisors first reported a position in RIG in Q3 2017 and held it in 25 quarters. The position peaked at $263K in Q1 2026. 13 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Transocean position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 20,897 Transocean shares in Q3 2026, an estimated $102K.
  • Valeo Financial Advisors first reported a position in Transocean in Q3 2017 and held it in 25 quarters.
  • Valeo Financial Advisors's Transocean position peaked at $263K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.