Bourgeon Capital Management’s VanEck Oil Services ETF OIH Stock Holding History

Bourgeon Capital 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
2025 Q2	–	Sell	-2,024	Closed	-$531K	–	119
2025 Q1	$531K	Buy	2,024 +67	+3%	+$18.3K	0.11%	76
2024 Q4	$531K	Buy	1,957 +83	+4%	+$23.8K	0.1%	88
2024 Q3	$532K	Buy	+1,874	New	+$566K	0.1%	74
2023 Q3	–	Sell	-1,190	Closed	-$342K	–	414
2023 Q2	$342K	Buy	+1,190	New	+$323K	0.08%	86

Other funds holding OIH

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

GJL

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bourgeon Capital Management's OIH Position: Q2 2025 in Review

Bourgeon Capital Management sold out of VanEck Oil Services ETF (OIH) in Q2 2025, closing a stake of 2,024 shares — an estimated $531K sold.

Bourgeon Capital Management first reported a position in OIH in Q2 2023 and held it in 4 quarters. The position peaked at $532K in Q3 2024. 186 funds tracked by Wall St. Rank hold OIH as of Q2 2025.

Bourgeon Capital Management reported no remaining VanEck Oil Services ETF position as of Q2 2025 after selling out during the quarter.
Bourgeon Capital Management sold 2,024 VanEck Oil Services ETF shares in Q2 2025, an estimated $531K.
Bourgeon Capital Management first reported a position in VanEck Oil Services ETF in Q2 2023 and held it in 4 quarters.
Bourgeon Capital Management's VanEck Oil Services ETF position peaked at $532K in Q3 2024.
186 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2025.

Based on Bourgeon Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.