EWA
OII icon

EverSource Wealth Advisors’s Oceaneering OII Stock Holding History

EverSource Wealth Advisors’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.6K Sell
1,371
-32
-2% -$1.21K ﹤0.01% 1718
2026
Q1 		$49.8K Buy
1,403
+191
+16% +$6.18K ﹤0.01% 1888
2025
Q4 		$29.1K Sell
1,212
-378
-24% -$9.13K ﹤0.01% 2133
2025
Q3 		$39.4K Buy
1,590
+148
+10% +$3.39K ﹤0.01% 1881
2025
Q2 		$29.9K Buy
1,442
+1,111
+336% +$21.4K ﹤0.01% 1981
2025
Q1 		$7.22K Buy
331
+115
+53% +$2.73K ﹤0.01% 2302
2024
Q4 		$5.63K Buy
216
+75
+53% +$1.98K ﹤0.01% 2288
2024
Q3 		$3.51K Sell
141
-784
-85% -$20.2K ﹤0.01% 2361
2024
Q2 		$27.8K Hold
925
– – ﹤0.01% 1351
2024
Q1 		$21.2K Hold
925
– – ﹤0.01% 1331
2023
Q4 		$19.7K Hold
925
– – ﹤0.01% 1237
2023
Q3 		$23.8K Hold
925
– – ﹤0.01% 1063
2023
Q2 		$17.3K Hold
925
– – ﹤0.01% 1212
2023
Q1 		$16.3K Sell
925
-177
-16% -$3.41K ﹤0.01% 1159
2022
Q4 		$19.3K Hold
1,102
– – ﹤0.01% 1079
2022
Q3 		$9K Sell
1,102
-65
-6% -$611 ﹤0.01% 1162
2022
Q2 		$12K Sell
1,167
-22
-2% -$271 ﹤0.01% 991
2022
Q1 		$18K Hold
1,189
– – ﹤0.01% 742
2021
Q4 		$13K Buy
+1,189
New +$15.4K ﹤0.01% 856

Other funds holding OII

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EverSource Wealth Advisors's OII Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Oceaneering (OII) stake by 2.3% in Q2 2026, selling an estimated $1.21K and leaving 1,371 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

EverSource Wealth Advisors first reported a position in OII in Q4 2021 and has held it in 19 quarters since. 130 funds tracked by Wall St. Rank hold OII as of Q2 2026.

  • EverSource Wealth Advisors held 1,371 shares of Oceaneering worth $55.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 32 Oceaneering shares in Q2 2026, an estimated $1.21K.
  • Oceaneering made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1718 holding.
  • EverSource Wealth Advisors first reported a position in Oceaneering in Q4 2021 and has held it in 19 quarters since.
  • 130 funds tracked by Wall St. Rank held Oceaneering as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.