CRWM
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Castle Rock Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Castle Rock 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 		– Sell
-696
Closed -$250K – 279
2026
Q2 		$250K Hold
696
– – 0.05% 246
2026
Q1 		$278K Sell
696
-35
-5% -$12.8K 0.06% 224
2025
Q4 		$256K Buy
+731
New +$205K 0.06% 233
2024
Q3 		– Sell
-3,336
Closed -$1.04M – 253
2024
Q2 		$1.04M Buy
3,336
+123
+4% +$39.4K 0.26% 107
2024
Q1 		$991K Buy
3,213
+178
+6% +$54K 0.27% 110
2023
Q4 		$923K Sell
3,035
-59
-2% -$18.9K 0.28% 98
2023
Q3 		$1.01M Buy
3,094
+50
+2% +$16.9K 0.34% 75
2023
Q2 		$884K Buy
3,044
+77
+3% +$20.9K 0.3% 74
2023
Q1 		$781K Sell
2,967
-739
-20% -$226K 0.28% 79
2022
Q4 		$1.22M Sell
3,706
-233
-6% -$66.7K 0.55% 41
2022
Q3 		$942K Sell
3,939
-88
-2% -$20.1K 0.47% 46
2022
Q2 		$892K Sell
4,027
-4,546
-53% -$1.25M 0.46% 52
2022
Q1 		$2.61M Buy
+8,573
New +$2.1M 1.2% 16

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
BWM
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Castle Rock Wealth Management's OIH Position: Q3 2026 in Review

Castle Rock Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q3 2026, closing a stake of 696 shares — an estimated $250K sold.

Castle Rock Wealth Management first reported a position in OIH in Q1 2022 and held it in 13 quarters. The position peaked at $2.61M in Q1 2022. 24 funds tracked by Wall St. Rank hold OIH as of Q3 2026.

  • Castle Rock Wealth Management reported no remaining VanEck Oil Services ETF position as of Q3 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 696 VanEck Oil Services ETF shares in Q3 2026, an estimated $250K.
  • Castle Rock Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 13 quarters.
  • Castle Rock Wealth Management's VanEck Oil Services ETF position peaked at $2.61M in Q1 2022.
  • 24 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.