Capital Wealth Planning’s VanEck Oil Services ETF OIH Stock Holding History

Capital Wealth Planning’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
2023 Q4	–	Sell	-2,834	Closed	-$978K	–	158
2023 Q3	$978K	Buy	+2,834	New	+$958K	0.01%	65
2023 Q2	–	Sell	-4,155	Closed	-$1.15M	–	146
2023 Q1	$1.15M	Buy	+4,155	New	+$1.27M	0.02%	49

Other funds holding OIH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

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

GJL

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Capital Wealth Planning's OIH Position: Q4 2023 in Review

Capital Wealth Planning sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 2,834 shares — an estimated $978K sold.

Capital Wealth Planning first reported a position in OIH in Q1 2023 and held it in 2 quarters. The position peaked at $1.15M in Q1 2023. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

Capital Wealth Planning reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
Capital Wealth Planning sold 2,834 VanEck Oil Services ETF shares in Q4 2023, an estimated $978K.
Capital Wealth Planning first reported a position in VanEck Oil Services ETF in Q1 2023 and held it in 2 quarters.
Capital Wealth Planning's VanEck Oil Services ETF position peaked at $1.15M in Q1 2023.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on Capital Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.