Position in SOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,916,669
-$94,249,842 QoQ
Shares Held
8,414,504
+15.7% QoQ
Ownership
4.39%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 245 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SOC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026MORGAN STANLEY holds $580,605,114 across 10 Oil & Gas Drilling names. SOC ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAL |
Valaris Ltd
|
2,264,366 | $164,392,967 | |
| 2 | RIG |
Transocean Ltd.
|
26,692,648 | $130,527,045 | |
| 3 | HP |
Helmerich & Payne, Inc.
|
2,549,076 | $83,456,744 | |
| 4 | NE |
Noble Corp plc
|
1,822,082 | $67,963,654 | |
| 5 | PTEN |
Patterson Uti Energy Inc
|
5,283,131 | $48,499,139 | |
| 6 | SOC |
Sable Offshore Corp.
This page
|
8,414,504 | $25,916,669 | |
| 7 | SDRL |
SEADRILL Ltd
|
595,668 | $22,528,161 | |
| 8 | PDS |
PRECISION DRILLING Corp
|
239,672 | $18,373,251 |
All Filings in SOC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,916,669 | 8,414,504 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $120,166,511 | 7,274,002 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,209,685 | 5,233,890 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,768,712 | 845,860 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,541,334 | 843,555 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,544,917 | 770,395 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,702,968 | 249,038 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,604,038 | 279,477 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,411,302 | 160,007 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,893 | 629 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||