Castleview Partners’s Texas Capital Texas Oil Index ETF OILT Stock Holding History

Castleview Partners’s Portfolio OILT Stock Details OILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,513	Closed	-$875K	–	183
2025 Q1	$875K	Buy	35,513 +6,039	+20%	+$150K	0.59%	43
2024 Q4	$735K	Buy	+29,474	New	+$743K	0.4%	61
2024 Q3	–	Sell	-18,224	Closed	-$491K	–	795
2024 Q2	$491K	Buy	+18,224	New	+$506K	0.28%	86

Other funds holding OILT

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners's OILT Position: Q2 2025 in Review

Castleview Partners sold out of Texas Capital Texas Oil Index ETF (OILT) in Q2 2025, closing a stake of 35,513 shares — an estimated $875K sold.

Castleview Partners first reported a position in OILT in Q2 2024 and held it in 3 quarters. The position peaked at $875K in Q1 2025. 6 funds tracked by Wall St. Rank hold OILT as of Q2 2025.

Castleview Partners reported no remaining Texas Capital Texas Oil Index ETF position as of Q2 2025 after selling out during the quarter.
Castleview Partners sold 35,513 Texas Capital Texas Oil Index ETF shares in Q2 2025, an estimated $875K.
Castleview Partners first reported a position in Texas Capital Texas Oil Index ETF in Q2 2024 and held it in 3 quarters.
Castleview Partners's Texas Capital Texas Oil Index ETF position peaked at $875K in Q1 2025.
6 funds tracked by Wall St. Rank held Texas Capital Texas Oil Index ETF as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.