Position in SOC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$333,123
-$695,180 QoQ
Shares Held
108,157
+73.8% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#78
of 243 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Bleakley Financial Group, LLC holds $5,609,688 across 3 Oil & Gas Drilling names. SOC ranks #2 (5.9% of the industry book) .
All Filings in SOC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,123 | 108,157 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,028,303 | 62,246 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $577,731 | 64,050 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $889,569 | 50,949 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,072,228 | 48,782 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,684,060 | 66,380 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,562,146 | 68,216 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||