Lyell Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Lyell Wealth Management’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
2026 Q2	$543K	Sell	1,460 -140	-9%	-$58.7K	0.03%	160
2026 Q1	$647K	Sell	1,600 -65	-4%	-$23.8K	0.05%	137
2025 Q4	$474K	Buy	1,665 +296	+22%	+$83K	0.03%	153
2025 Q3	$356K	Buy	1,369 +83	+6%	+$20.6K	0.03%	165
2025 Q2	$296K	Sell	1,286 -1,183	-48%	-$266K	0.02%	181
2025 Q1	$647K	Sell	2,469 -845	-25%	-$230K	0.06%	134
2024 Q4	$899K	Sell	3,314 -3,787	-53%	-$1.09M	0.08%	120
2024 Q3	$2.01M	Sell	7,101 -858	-11%	-$259K	0.18%	97
2024 Q2	$2.52M	Buy	7,959 +1,830	+30%	+$586K	0.24%	93
2024 Q1	$2.06M	Buy	6,129 +793	+15%	+$240K	0.21%	95
2023 Q4	$1.65M	Buy	5,336 +2,129	+66%	+$683K	0.19%	100
2023 Q3	$1.11M	Buy	+3,207	New	+$1.08M	0.15%	102

Other funds holding OIH

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

GJL

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lyell Wealth Management's OIH Position: Q2 2026 in Review

Lyell Wealth Management reduced its VanEck Oil Services ETF (OIH) stake by 8.8% in Q2 2026, selling an estimated $58.7K and leaving 1,460 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #160.

Lyell Wealth Management first reported a position in OIH in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q2 2024. 265 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

Lyell Wealth Management held 1,460 shares of VanEck Oil Services ETF worth $543K as of Q2 2026.
Lyell Wealth Management sold 140 VanEck Oil Services ETF shares in Q2 2026, an estimated $58.7K.
VanEck Oil Services ETF made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #160 holding.
Lyell Wealth Management first reported a position in VanEck Oil Services ETF in Q3 2023 and has held it in 12 quarters since.
Lyell Wealth Management's VanEck Oil Services ETF position peaked at $2.52M in Q2 2024.
265 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.