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 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

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

Castle Rock Wealth Management's OIH Position: Q2 2026 in Review

Castle Rock Wealth Management held its VanEck Oil Services ETF (OIH) position steady in Q2 2026 at 696 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #246.

Castle Rock Wealth Management first reported a position in OIH in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.61M in Q1 2022. 266 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

Castle Rock Wealth Management held 696 shares of VanEck Oil Services ETF worth $250K as of Q2 2026.
Castle Rock Wealth Management left its VanEck Oil Services ETF share count unchanged in Q2 2026.
VanEck Oil Services ETF made up 0.05% of Castle Rock Wealth Management's portfolio in Q2 2026, its #246 holding.
Castle Rock Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2022 and has held it in 13 quarters since.
Castle Rock Wealth Management's VanEck Oil Services ETF position peaked at $2.61M in Q1 2022.
266 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.