CX Institutional’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

CX Institutional’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$111K	Sell	839 -15	-2%	-$1.93K	﹤0.01%	854
2026 Q2	$94K	Sell	854 -660	-44%	-$76.6K	﹤0.01%	874
2026 Q1	$189K	Buy	1,514 +8	+0.5%	+$846	0.01%	735
2025 Q4	$134K	Buy	1,506 +906	+151%	+$82.6K	﹤0.01%	800
2025 Q3	$56K	Sell	600 -107	-15%	-$9.7K	﹤0.01%	921
2025 Q2	$63K	Buy	707 +637	+910%	+$54.6K	﹤0.01%	824
2025 Q1	$7K	Sell	70 -8,788	-99%	-$822K	﹤0.01%	1041
2024 Q4	$794K	Buy	8,858 +5,043	+132%	+$475K	0.03%	287
2024 Q3	$349K	Buy	+3,815	New	+$365K	0.02%	436

Other funds holding IEO

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CX Institutional's IEO Position: Q3 2026 in Review

CX Institutional reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.8% in Q3 2026, selling an estimated $1.93K and leaving 839 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

CX Institutional first reported a position in IEO in Q3 2024 and has held it in 9 quarters since. The position peaked at $794K in Q4 2024. 36 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

CX Institutional held 839 shares of iShares US Oil & Gas Exploration & Production ETF worth $111K as of Q3 2026.
CX Institutional sold 15 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $1.93K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #854 holding.
CX Institutional first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 9 quarters since.
CX Institutional's iShares US Oil & Gas Exploration & Production ETF position peaked at $794K in Q4 2024.
36 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.