Phoenix Financial’s VanEck Oil Services ETF OIH Stock Holding History

Phoenix Financial’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
2022 Q3	–	Sell	-10,701	Closed	-$2.49M	–	358
2022 Q2	$2.49M	Buy	10,701 +2,381	+29%	+$652K	0.05%	148
2022 Q1	$2.35M	Sell	8,320 -5,048	-38%	-$1.24M	0.04%	178
2021 Q4	$2.47M	Sell	13,368 -2,036	-13%	-$410K	0.04%	179
2021 Q3	$3.04M	Buy	+15,404	New	+$2.93M	0.05%	172
2021 Q2	–	Sell	-3,272	Closed	-$625K	–	379
2021 Q1	$625K	Buy	+3,272	New	+$617K	0.01%	301

Other funds holding OIH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

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

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phoenix Financial's OIH Position: Q3 2022 in Review

Phoenix Financial sold out of VanEck Oil Services ETF (OIH) in Q3 2022, closing a stake of 10,701 shares — an estimated $2.49M sold.

Phoenix Financial first reported a position in OIH in Q1 2021 and held it in 5 quarters. The position peaked at $3.04M in Q3 2021. 225 funds tracked by Wall St. Rank hold OIH as of Q3 2022.

Phoenix Financial reported no remaining VanEck Oil Services ETF position as of Q3 2022 after selling out during the quarter.
Phoenix Financial sold 10,701 VanEck Oil Services ETF shares in Q3 2022, an estimated $2.49M.
Phoenix Financial first reported a position in VanEck Oil Services ETF in Q1 2021 and held it in 5 quarters.
Phoenix Financial's VanEck Oil Services ETF position peaked at $3.04M in Q3 2021.
225 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2022.

Based on Phoenix Financial's 13F filing for Q3 2022, filed 10 Nov 2022.