Poehling Capital Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Poehling Capital Management’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Hold	3,500	–	–	0.08%	120
2026 Q1	$437K	Hold	3,500	–	–	0.09%	108
2025 Q4	$312K	Hold	3,500	–	–	0.06%	117
2025 Q3	$324K	Hold	3,500	–	–	0.07%	116
2025 Q2	$310K	Hold	3,500	–	–	0.07%	113
2025 Q1	$331K	Hold	3,500	–	–	0.08%	110
2024 Q4	$314K	Hold	3,500	–	–	0.08%	115
2024 Q3	$320K	Hold	3,500	–	–	0.08%	111
2024 Q2	$348K	Hold	3,500	–	–	0.1%	103
2024 Q1	$374K	Hold	3,500	–	–	0.1%	99
2023 Q4	$326K	Hold	3,500	–	–	0.1%	96
2023 Q3	$341K	Hold	3,500	–	–	0.12%	98
2023 Q2	$297K	Hold	3,500	–	–	0.1%	99
2023 Q1	$300K	Hold	3,500	–	–	0.1%	100
2022 Q4	$325K	Hold	3,500	–	–	0.12%	90
2022 Q3	$291K	Hold	3,500	–	–	0.12%	87
2022 Q2	$272K	Hold	3,500	–	–	0.1%	98
2022 Q1	$295K	Buy	+3,500	New	+$262K	0.09%	125

Other funds holding IEO

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

BPCE

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

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

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

Poehling Capital Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 3,500 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #120.

Poehling Capital Management first reported a position in IEO in Q1 2022 and has held it in 18 quarters since. The position peaked at $437K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Poehling Capital Management held 3,500 shares of iShares US Oil & Gas Exploration & Production ETF worth $384K as of Q2 2026.
Poehling Capital Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up 0.08% of Poehling Capital Management's portfolio in Q2 2026, its #120 holding.
Poehling Capital Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
Poehling Capital Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $437K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

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