Lee Financial’s VanEck Oil Services ETF OIH Stock Holding History

Lee Financial’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
2025 Q4	–	Sell	-3,000	Closed	-$780K	–	176
2025 Q3	$780K	Buy	+3,000	New	+$745K	0.1%	101
2025 Q1	–	Sell	-3,000	Closed	-$814K	–	172
2024 Q4	$814K	Hold	3,000	–	–	0.11%	94
2024 Q3	$851K	Buy	+3,000	New	+$905K	0.12%	93
2023 Q1	–	Sell	-4,000	Closed	-$1.22M	–	911
2022 Q4	$1.22M	Hold	4,000	–	–	0.21%	59
2022 Q3	$845K	Buy	4,000 +2,000	+100%	+$457K	0.16%	69
2022 Q2	$465K	Buy	+2,000	New	+$548K	0.09%	95
2019 Q4	–	Sell	-55	Closed	-$13K	–	512
2019 Q3	$13K	Hold	55	–	–	﹤0.01%	308
2019 Q2	$16K	Hold	55	–	–	﹤0.01%	288
2019 Q1	$19K	Buy	+55	New	+$18.6K	﹤0.01%	259

Other funds holding OIH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

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

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

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Lee Financial's OIH Position: Q4 2025 in Review

Lee Financial sold out of VanEck Oil Services ETF (OIH) in Q4 2025, closing a stake of 3,000 shares — an estimated $780K sold.

Lee Financial first reported a position in OIH in Q1 2019 and held it in 9 quarters. The position peaked at $1.22M in Q4 2022. 205 funds tracked by Wall St. Rank hold OIH as of Q4 2025.

Lee Financial reported no remaining VanEck Oil Services ETF position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 3,000 VanEck Oil Services ETF shares in Q4 2025, an estimated $780K.
Lee Financial first reported a position in VanEck Oil Services ETF in Q1 2019 and held it in 9 quarters.
Lee Financial's VanEck Oil Services ETF position peaked at $1.22M in Q4 2022.
205 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.