Position in SOC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$125,737
-$537,061 QoQ
Shares Held
40,824
+1.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 243 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SOC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $4,259,182 across 5 Oil & Gas Drilling names. SOC ranks #5 (3.0% of the industry book) .
All Filings in SOC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,737 | 40,824 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $662,798 | 40,121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $175,393 | 19,445 | Shares | Sole | 2026-03-09 | |
| 2024-09-30 | $707,056 | 29,922 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||