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 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BigSur Wealth Management's OIH Position: Q2 2026 in Review

BigSur Wealth Management reduced its VanEck Oil Services ETF (OIH) stake by 0.55% in Q2 2026, selling an estimated $9.64K and leaving 4,155 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #76.

BigSur Wealth Management first reported a position in OIH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2026. 266 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

BigSur Wealth Management held 4,155 shares of VanEck Oil Services ETF worth $1.55M as of Q2 2026.
BigSur Wealth Management sold 23 VanEck Oil Services ETF shares in Q2 2026, an estimated $9.64K.
VanEck Oil Services ETF made up 0.37% of BigSur Wealth Management's portfolio in Q2 2026, its #76 holding.
BigSur Wealth Management first reported a position in VanEck Oil Services ETF in Q4 2021 and has held it in 19 quarters since.
BigSur Wealth Management's VanEck Oil Services ETF position peaked at $1.69M in Q1 2026.
266 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.