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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
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 $1.17B 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

Poehling Capital Management's CRAK Position: Q1 2026 in Review

Poehling Capital Management reduced its VanEck Oil Refiners ETF (CRAK) stake by 1.1% in Q1 2026, selling an estimated $4.23K and leaving 8,397 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #110.

Poehling Capital Management first reported a position in CRAK in Q4 2020 and has held it in 22 quarters since. The position peaked at $443K in Q4 2020. 59 funds tracked by Wall St. Rank hold CRAK as of Q1 2026.

  • Poehling Capital Management held 8,397 shares of VanEck Oil Refiners ETF worth $415K as of Q1 2026.
  • Poehling Capital Management sold 96 VanEck Oil Refiners ETF shares in Q1 2026, an estimated $4.23K.
  • VanEck Oil Refiners ETF made up 0.09% of Poehling Capital Management's portfolio in Q1 2026, its #110 holding.
  • Poehling Capital Management first reported a position in VanEck Oil Refiners ETF in Q4 2020 and has held it in 22 quarters since.
  • Poehling Capital Management's VanEck Oil Refiners ETF position peaked at $443K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.