Jones Financial Companies’s Oceaneering OII Stock Holding History

Jones Financial Companies’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 Q1	$12.2K	Buy	336 +45	+15%	+$1.46K	﹤0.01%	3503
2025 Q4	$6.99K	Buy	291 +6	+2%	+$145	﹤0.01%	3374
2025 Q3	$7.31K	Hold	285	–	–	﹤0.01%	3201
2025 Q2	$5.94K	Buy	285 +49	+21%	+$945	﹤0.01%	3079
2025 Q1	$5.1K	Buy	236 +36	+18%	+$855	﹤0.01%	2952
2024 Q4	$5.22K	Buy	+200	New	+$5.29K	﹤0.01%	2744
2013 Q4	–	Sell	-487	Closed	-$40K	–	443
2013 Q3	$40K	Hold	487	–	–	﹤0.01%	326
2013 Q2	$35K	Buy	+487	New	+$34K	﹤0.01%	362

Other funds holding OII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jones Financial Companies's OII Position: Q1 2026 in Review

Jones Financial Companies increased its Oceaneering (OII) stake by 15% in Q1 2026, buying an estimated $1.46K and bringing the position to 336 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

Jones Financial Companies first reported a position in OII in Q2 2013 and has held it in 8 quarters since. The position peaked at $40K in Q3 2013. 366 funds tracked by Wall St. Rank hold OII as of Q1 2026.

Jones Financial Companies held 336 shares of Oceaneering worth $12.2K as of Q1 2026.
Jones Financial Companies bought 45 Oceaneering shares in Q1 2026, an estimated $1.46K.
Oceaneering made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3503 holding.
Jones Financial Companies first reported a position in Oceaneering in Q2 2013 and has held it in 8 quarters since.
Jones Financial Companies's Oceaneering position peaked at $40K in Q3 2013.
366 funds tracked by Wall St. Rank held Oceaneering as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.