Lyell Wealth Management
OIH icon

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
Q3 		$540K Sell
1,428
-32
-2% -$12.7K 0.03% 169
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Lyell Wealth Management's OIH Position: Q3 2026 in Review

Lyell Wealth Management reduced its VanEck Oil Services ETF (OIH) stake by 2.2% in Q3 2026, selling an estimated $12.7K and leaving 1,428 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #169.

Lyell Wealth Management first reported a position in OIH in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.52M in Q2 2024. 119 funds tracked by Wall St. Rank hold OIH as of Q3 2026.

  • Lyell Wealth Management held 1,428 shares of VanEck Oil Services ETF worth $540K as of Q3 2026.
  • Lyell Wealth Management sold 32 VanEck Oil Services ETF shares in Q3 2026, an estimated $12.7K.
  • VanEck Oil Services ETF made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Lyell Wealth Management first reported a position in VanEck Oil Services ETF in Q3 2023 and has held it in 13 quarters since.
  • Lyell Wealth Management's VanEck Oil Services ETF position peaked at $2.52M in Q2 2024.
  • 119 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.