BigSur Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

BigSur Wealth Management’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57M	Hold	4,155	–	–	0.37%	74
2026 Q2	$1.55M	Sell	4,155 -23	-0.6%	-$9.64K	0.37%	76
2026 Q1	$1.69M	Sell	4,178 -1,600	-28%	-$586K	0.47%	61
2025 Q4	$1.65M	Hold	5,778	–	–	0.4%	62
2025 Q3	$1.5M	Hold	5,778	–	–	0.37%	72
2025 Q2	$1.33M	Sell	5,778 -100	-2%	-$22.4K	0.34%	78
2025 Q1	$1.54M	Hold	5,878	–	–	0.42%	65
2024 Q4	$1.59M	Buy	5,878 +900	+18%	+$258K	0.46%	60
2024 Q3	$1.41M	Hold	4,978	–	–	0.39%	67
2024 Q2	$1.57M	Hold	4,978	–	–	0.48%	60
2024 Q1	$1.67M	Buy	4,978 +3,000	+152%	+$910K	0.52%	55
2023 Q4	$612K	Hold	1,978	–	–	0.29%	74
2023 Q3	$682K	Sell	1,978 -122	-6%	-$41.2K	0.34%	70
2023 Q2	$604K	Hold	2,100	–	–	0.29%	77
2023 Q1	$582K	Buy	2,100 +100	+5%	+$30.6K	0.27%	80
2022 Q4	$608K	Hold	2,000	–	–	0.29%	76
2022 Q3	$422K	Hold	2,000	–	–	0.21%	84
2022 Q2	$465K	Sell	2,000 -2,900	-59%	-$795K	0.22%	86
2022 Q1	$1.38M	Buy	4,900 +2,900	+145%	+$712K	0.54%	53
2021 Q4	$370K	Buy	+2,000	New	+$403K	0.14%	98

Other funds holding OIH

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BigSur Wealth Management's OIH Position: Q3 2026 in Review

BigSur Wealth Management held its VanEck Oil Services ETF (OIH) position steady in Q3 2026 at 4,155 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #74.

BigSur Wealth Management first reported a position in OIH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q1 2026. 21 funds tracked by Wall St. Rank hold OIH as of Q3 2026.

BigSur Wealth Management held 4,155 shares of VanEck Oil Services ETF worth $1.57M as of Q3 2026.
BigSur Wealth Management left its VanEck Oil Services ETF share count unchanged in Q3 2026.
VanEck Oil Services ETF made up 0.37% of BigSur Wealth Management's portfolio in Q3 2026, its #74 holding.
BigSur Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2021 and has held it in 20 quarters since.
BigSur Wealth Management's VanEck Oil Services ETF position peaked at $1.69M in Q1 2026.
21 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.