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Independent Financial Group’s Oceaneering OII Stock Holding History

Independent Financial Group’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
2023
Q4 		– Sell
-17,024
Closed -$438K – 990
2023
Q3 		$438K Buy
+17,024
New +$389K 0.03% 537
2020
Q4 		– Sell
-17,070
Closed -$60.1K – 592
2020
Q3 		$60.1K Buy
+17,070
New +$90.1K 0.01% 502

Other funds holding OII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's OII Position: Q4 2023 in Review

Independent Financial Group sold out of Oceaneering (OII) in Q4 2023, closing a stake of 17,024 shares — an estimated $438K sold.

Independent Financial Group first reported a position in OII in Q3 2020 and held it in 2 quarters. The position peaked at $438K in Q3 2023. 235 funds tracked by Wall St. Rank hold OII as of Q4 2023.

  • Independent Financial Group reported no remaining Oceaneering position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 17,024 Oceaneering shares in Q4 2023, an estimated $438K.
  • Independent Financial Group first reported a position in Oceaneering in Q3 2020 and held it in 2 quarters.
  • Independent Financial Group's Oceaneering position peaked at $438K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Oceaneering as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.