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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
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 $1.17B AUM 20.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Marshall Investment Management's CRAK Position: Q1 2026 in Review

Marshall Investment Management opened a new position in VanEck Oil Refiners ETF (CRAK) in Q1 2026: 489 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in CRAK as recently as Q1 2025.

Marshall Investment Management first reported a position in CRAK in Q1 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold CRAK as of Q1 2026.

  • Marshall Investment Management held 489 shares of VanEck Oil Refiners ETF worth $24.2K as of Q1 2026.
  • VanEck Oil Refiners ETF was a new Marshall Investment Management position in Q1 2026.
  • VanEck Oil Refiners ETF made up 0.01% of Marshall Investment Management's portfolio in Q1 2026, its #151 holding.
  • Marshall Investment Management first reported a position in VanEck Oil Refiners ETF in Q1 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.