Creative Planning
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Creative Planning’s Oil States International OIS Stock Holding History

Creative Planning’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
157,809
+52,461
+50% +$542K ﹤0.01% 1963
2025
Q4 		$713K Buy
105,348
+22,959
+28% +$147K ﹤0.01% 2552
2025
Q3 		$499K Buy
82,389
+64,600
+363% +$354K ﹤0.01% 2722
2025
Q2 		$95.3K Sell
17,789
-48,225
-73% -$213K ﹤0.01% 3443
2025
Q1 		$340K Buy
66,014
+42,845
+185% +$225K ﹤0.01% 2637
2024
Q4 		$117K Sell
23,169
-5,824
-20% -$29K ﹤0.01% 3128
2024
Q3 		$133K Buy
+28,993
New +$139K ﹤0.01% 2962
2024
Q2 		– Sell
-19,267
Closed -$119K – 3141
2024
Q1 		$119K Buy
19,267
+4,613
+31% +$27.5K ﹤0.01% 2674
2023
Q4 		$99.5K Buy
+14,654
New +$106K ﹤0.01% 2570
2023
Q2 		– Sell
-156
Closed -$1.3K – 2775
2023
Q1 		$1.3K Buy
+156
New +$1.32K ﹤0.01% 2532
2017
Q3 		– Sell
-331
Closed -$9K – 3126
2017
Q2 		$9K Sell
331
-118
-26% -$3.5K ﹤0.01% 3696
2017
Q1 		$15K Buy
449
+40
+10% +$1.47K ﹤0.01% 3334
2016
Q4 		$16K Buy
409
+78
+24% +$2.65K ﹤0.01% 3227
2016
Q3 		$10K Buy
+331
New +$10.2K ﹤0.01% 3523
2014
Q4 		– Sell
-30
Closed -$2K – 4292
2014
Q3 		$2K Hold
30
– – ﹤0.01% 3679
2014
Q2 		$2K Sell
30
-23
-43% -$1.35K ﹤0.01% 3522
2014
Q1 		$3K Hold
53
– – ﹤0.01% 3264
2013
Q4 		$3K Hold
53
– – ﹤0.01% 3006
2013
Q3 		$3K Hold
53
– – ﹤0.01% 2897
2013
Q2 		$3K Buy
+53
New +$2.71K ﹤0.01% 2719

Other funds holding OIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's OIS Position: Q1 2026 in Review

Creative Planning increased its Oil States International (OIS) stake by 50% in Q1 2026, buying an estimated $542K and bringing the position to 157,809 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Creative Planning first reported a position in OIS in Q2 2013 and has held it in 20 quarters since. 215 funds tracked by Wall St. Rank hold OIS as of Q1 2026.

  • Creative Planning held 157,809 shares of Oil States International worth $1.84M as of Q1 2026.
  • Creative Planning bought 52,461 Oil States International shares in Q1 2026, an estimated $542K.
  • Oil States International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1963 holding.
  • Creative Planning first reported a position in Oil States International in Q2 2013 and has held it in 20 quarters since.
  • 215 funds tracked by Wall St. Rank held Oil States International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.