Pacific Capital Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-355	Closed	-$96.3K	–	281
2024 Q4	$96.3K	Hold	355	–	–	0.02%	113
2024 Q3	$101K	Hold	355	–	–	0.02%	110
2024 Q2	$112K	Hold	355	–	–	0.02%	103
2024 Q1	$119K	Hold	355	–	–	0.03%	91
2023 Q4	$110K	Buy	+355	New	+$114K	0.03%	91
2020 Q4	–	Sell	-473	Closed	-$46K	–	152
2020 Q3	$46K	Buy	+473	New	+$58K	0.03%	108

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's OIH Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q1 2025, closing a stake of 355 shares — an estimated $96.3K sold.

Pacific Capital Wealth Advisors first reported a position in OIH in Q3 2020 and held it in 6 quarters. The position peaked at $119K in Q1 2024. 202 funds tracked by Wall St. Rank hold OIH as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 355 VanEck Oil Services ETF shares in Q1 2025, an estimated $96.3K.
Pacific Capital Wealth Advisors first reported a position in VanEck Oil Services ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's VanEck Oil Services ETF position peaked at $119K in Q1 2024.
202 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.