Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck Oil Services ETF OIH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$90.4K Sell
224
-25
-10% -$9.15K ﹤0.01% 3357
2025
Q4 		$71K Sell
249
-42
-14% -$11.8K ﹤0.01% 3343
2025
Q3 		$76K Buy
291
+5
+2% +$1.24K ﹤0.01% 3192
2025
Q2 		$66K Sell
286
-73
-20% -$16.4K ﹤0.01% 3062
2025
Q1 		$94K Sell
359
-15
-4% -$4.09K ﹤0.01% 2478
2024
Q4 		$101K Buy
374
+313
+513% +$89.9K ﹤0.01% 2281
2024
Q3 		$17K Sell
61
-61
-50% -$18.4K ﹤0.01% 3469
2024
Q2 		$39K Hold
122
– – ﹤0.01% 2642
2024
Q1 		$41K Buy
122
+61
+100% +$18.5K ﹤0.01% 2431
2023
Q4 		$19K Buy
61
+11
+22% +$3.53K ﹤0.01% 2806
2023
Q3 		$17K Sell
50
-12
-19% -$4.06K ﹤0.01% 2796
2023
Q2 		$18K Hold
62
– – ﹤0.01% 2717
2023
Q1 		$17K Hold
62
– – ﹤0.01% 2623
2022
Q4 		$19K Sell
62
-4
-6% -$1.15K ﹤0.01% 2416
2022
Q3 		$14K Hold
66
– – ﹤0.01% 2478
2022
Q2 		$15K Buy
66
+4
+6% +$1.1K ﹤0.01% 2322
2022
Q1 		$18K Buy
62
+45
+265% +$11K ﹤0.01% 2143
2021
Q4 		$3K Buy
+17
New +$3.43K ﹤0.01% 3008
2021
Q2 		$8K Hold
38
– – ﹤0.01% 2202
2021
Q1 		$8K Hold
38
– – ﹤0.01% 2202
2020
Q4 		$8K Hold
38
– – ﹤0.01% 2202
2020
Q3 		$8K Hold
38
– – ﹤0.01% 2202
2020
Q2 		$8K Buy
38
+36
+1,800% +$4.03K ﹤0.01% 2201
2020
Q1 		$8K Hold
2
– – ﹤0.01% 2201
2019
Q4 		$8K Hold
2
– – ﹤0.01% 2201
2019
Q3 		$8K Hold
2
– – ﹤0.01% 2201
2019
Q2 		$8K Hold
2
– – ﹤0.01% 2201
2019
Q1 		$8K Hold
2
– – ﹤0.01% 2201
2018
Q4 		$1K Hold
2
– – ﹤0.01% 1953
2018
Q3 		$1K Buy
+2
New +$1K ﹤0.01% 1715

Other funds holding OIH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OIH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck Oil Services ETF (OIH) stake by 10% in Q1 2026, selling an estimated $9.15K and leaving 224 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3357.

Carson Wealth (CWM LLC) first reported a position in OIH in Q3 2018 and has held it in 30 quarters since. The position peaked at $101K in Q4 2024. 290 funds tracked by Wall St. Rank hold OIH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 224 shares of VanEck Oil Services ETF worth $90.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25 VanEck Oil Services ETF shares in Q1 2026, an estimated $9.15K.
  • VanEck Oil Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3357 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Oil Services ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Oil Services ETF position peaked at $101K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.