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Essential Partners’s Oil States International OIS Stock Holding History

Essential Partners’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
Q3 		$14.7K Buy
1,848
+98
+6% +$827 0.01% 1029
2026
Q2 		$14K Sell
1,750
-7,660
-81% -$72.6K 0.01% 1059
2026
Q1 		$110K Hold
9,410
– – 0.04% 406
2025
Q4 		$63.7K Sell
9,410
-26
-0.3% -$167 0.02% 552
2025
Q3 		$57.2K Buy
9,436
+1,789
+23% +$9.81K 0.02% 567
2025
Q2 		$41K Buy
+7,647
New +$33.8K 0.02% 518

Other funds holding OIS

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's OIS Position: Q3 2026 in Review

Essential Partners increased its Oil States International (OIS) stake by 5.6% in Q3 2026, buying an estimated $827 and bringing the position to 1,848 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #1029.

Essential Partners first reported a position in OIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $110K in Q1 2026. 9 funds tracked by Wall St. Rank hold OIS as of Q3 2026.

  • Essential Partners held 1,848 shares of Oil States International worth $14.7K as of Q3 2026.
  • Essential Partners bought 98 Oil States International shares in Q3 2026, an estimated $827.
  • Oil States International made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1029 holding.
  • Essential Partners first reported a position in Oil States International in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Oil States International position peaked at $110K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Oil States International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.