Poehling Capital Management’s VanEck Oil Refiners ETF CRAK Stock Holding History

Poehling Capital 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	$376K	Sell	8,168 -229	-3%	-$11K	0.08%	122
2026 Q1	$415K	Sell	8,397 -96	-1%	-$4.23K	0.09%	110
2025 Q4	$319K	Sell	8,493 -205	-2%	-$7.92K	0.07%	116
2025 Q3	$319K	Sell	8,698 -53	-0.6%	-$1.85K	0.07%	117
2025 Q2	$287K	Sell	8,751 -58	-0.7%	-$1.69K	0.07%	116
2025 Q1	$253K	Sell	8,809 -223	-2%	-$6.42K	0.06%	117
2024 Q4	$248K	Sell	9,032 -187	-2%	-$5.87K	0.06%	124
2024 Q3	$316K	Sell	9,219 -272	-3%	-$9.47K	0.08%	113
2024 Q2	$340K	Sell	9,491 -280	-3%	-$10.3K	0.09%	105
2024 Q1	$375K	Sell	9,771 -29	-0.3%	-$1.03K	0.1%	98
2023 Q4	$335K	Sell	9,800 -263	-3%	-$8.93K	0.11%	95
2023 Q3	$348K	Sell	10,063 -140	-1%	-$4.68K	0.12%	97
2023 Q2	$309K	Sell	10,203 -493	-5%	-$15.1K	0.1%	98
2023 Q1	$340K	Hold	10,696	–	–	0.11%	93
2022 Q4	$334K	Sell	10,696 -361	-3%	-$11.2K	0.13%	89
2022 Q3	$299K	Sell	11,057 -516	-4%	-$15.1K	0.13%	83
2022 Q2	$343K	Sell	11,573 -268	-2%	-$8.41K	0.13%	86
2022 Q1	$356K	Sell	11,841 -8	-0.1%	-$229	0.11%	110
2021 Q4	$320K	Sell	11,849 -530	-4%	-$15.3K	0.1%	108
2021 Q3	$362K	Sell	12,379 -308	-2%	-$8.61K	0.12%	97
2021 Q2	$374K	Sell	12,687 -26	-0.2%	-$757	0.12%	108
2021 Q1	$346K	Sell	12,713 -5,019	-28%	-$138K	0.12%	112
2020 Q4	$443K	Buy	+17,732	New	+$398K	0.18%	96

Other funds holding CRAK

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

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

Poehling Capital Management's CRAK Position: Q2 2026 in Review

Poehling Capital Management reduced its VanEck Oil Refiners ETF (CRAK) stake by 2.7% in Q2 2026, selling an estimated $11K and leaving 8,168 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #122.

Poehling Capital Management first reported a position in CRAK in Q4 2020 and has held it in 23 quarters since. The position peaked at $443K in Q4 2020. 60 funds tracked by Wall St. Rank hold CRAK as of Q2 2026.

Poehling Capital Management held 8,168 shares of VanEck Oil Refiners ETF worth $376K as of Q2 2026.
Poehling Capital Management sold 229 VanEck Oil Refiners ETF shares in Q2 2026, an estimated $11K.
VanEck Oil Refiners ETF made up 0.08% of Poehling Capital Management's portfolio in Q2 2026, its #122 holding.
Poehling Capital Management first reported a position in VanEck Oil Refiners ETF in Q4 2020 and has held it in 23 quarters since.
Poehling Capital Management's VanEck Oil Refiners ETF position peaked at $443K in Q4 2020.
60 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.