Valeo Financial Advisors
RIG icon

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
2021
Q2 		– Sell
-500
Closed -$2K – 1525
2021
Q1 		$2K Buy
+500
New +$1.74K ﹤0.01% 1825

Other funds holding RIG

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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. 35 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.
  • 35 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.