Finivi Inc’s VanEck Oil Services ETF OIH Stock Holding History

Finivi Inc’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-959	Closed	-$303K	–	96
2024 Q2	$303K	Sell	959 -3,458	-78%	-$1.11M	0.25%	72
2024 Q1	$1.49M	Buy	4,417 +165	+4%	+$50K	1.34%	26
2023 Q4	$1.32M	Buy	+4,252	New	+$1.37M	1.28%	27
2021 Q4	$491K	Buy	+2,657	New	+$536K	0.52%	48

Other funds holding OIH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

Finivi Inc's OIH Position: Q3 2024 in Review

Finivi Inc sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 959 shares — an estimated $303K sold.

Finivi Inc first reported a position in OIH in Q4 2021 and held it in 4 quarters. The position peaked at $1.49M in Q1 2024. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

Finivi Inc reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
Finivi Inc sold 959 VanEck Oil Services ETF shares in Q3 2024, an estimated $303K.
Finivi Inc first reported a position in VanEck Oil Services ETF in Q4 2021 and held it in 4 quarters.
Finivi Inc's VanEck Oil Services ETF position peaked at $1.49M in Q1 2024.
219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.