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Heritage Oak Wealth Advisors’s VanEck Oil Refiners ETF CRAK Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.34M Buy
+36,880
New +$2.15M 0.71% 17

Other funds holding CRAK

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Heritage Oak Wealth Advisors's CRAK Position: Q3 2026 in Review

Heritage Oak Wealth Advisors opened a new position in VanEck Oil Refiners ETF (CRAK) in Q3 2026: 36,880 shares worth $2.34M. The stake represents 0.71% of the portfolio and ranks #17 among its holdings.

7 funds tracked by Wall St. Rank hold CRAK as of Q3 2026.

  • Heritage Oak Wealth Advisors held 36,880 shares of VanEck Oil Refiners ETF worth $2.34M as of Q3 2026.
  • VanEck Oil Refiners ETF was a new Heritage Oak Wealth Advisors position in Q3 2026.
  • VanEck Oil Refiners ETF made up 0.71% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • 7 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.