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Marshall Investment Management’s VanEck Oil Refiners ETF CRAK Stock Holding History

Marshall Investment Management’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5K Hold
489
– – 0.01% 172
2026
Q1 		$24.2K Buy
+489
New +$21.5K 0.01% 151
2025
Q2 		– Sell
-480
Closed -$13.8K – 59
2025
Q1 		$13.8K Buy
+480
New +$13.8K 0.01% 156

Other funds holding CRAK

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Marshall Investment Management's CRAK Position: Q2 2026 in Review

Marshall Investment Management held its VanEck Oil Refiners ETF (CRAK) position steady in Q2 2026 at 489 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #172.

Marshall Investment Management first reported a position in CRAK in Q1 2025 and has held it in 3 quarters since. The position peaked at $24.2K in Q1 2026. 60 funds tracked by Wall St. Rank hold CRAK as of Q2 2026.

  • Marshall Investment Management held 489 shares of VanEck Oil Refiners ETF worth $22.5K as of Q2 2026.
  • Marshall Investment Management left its VanEck Oil Refiners ETF share count unchanged in Q2 2026.
  • VanEck Oil Refiners ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #172 holding.
  • Marshall Investment Management first reported a position in VanEck Oil Refiners ETF in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's VanEck Oil Refiners ETF position peaked at $24.2K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.