Regal Investment Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Regal Investment 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
2024 Q3	–	Sell	-1,133	Closed	-$358K	–	551
2024 Q2	$358K	Buy	1,133 +14	+1%	+$4.48K	0.02%	419
2024 Q1	$376K	Buy	+1,119	New	+$339K	0.03%	412
2023 Q2	–	Sell	-826	Closed	-$229K	–	535
2023 Q1	$229K	Buy	826 +60	+8%	+$18.4K	0.02%	451
2022 Q4	$233K	Buy	+766	New	+$219K	0.02%	427
2022 Q3	–	Sell	-926	Closed	-$215K	–	519
2022 Q2	$215K	Buy	926 +45	+5%	+$12.3K	0.02%	446
2022 Q1	$249K	Buy	+881	New	+$216K	0.02%	455
2015 Q4	–	Sell	-10	Closed	-$5K	–	684
2015 Q3	$5K	Sell	10 -708	-99%	-$434K	﹤0.01%	810
2015 Q2	$500K	Sell	718 -128	-15%	-$94.6K	0.14%	157
2015 Q1	$571K	Buy	+846	New	+$578K	0.14%	146
2014 Q4	–	Sell	-817	Closed	-$811K	–	979
2014 Q3	$811K	Buy	817 +778	+1,995%	+$845K	0.25%	108
2014 Q2	$46K	Buy	+39	New	+$41.1K	0.02%	402

Other funds holding OIH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Regal Investment Advisors's OIH Position: Q3 2024 in Review

Regal Investment Advisors sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 1,133 shares — an estimated $358K sold.

Regal Investment Advisors first reported a position in OIH in Q2 2014 and held it in 11 quarters. The position peaked at $811K in Q3 2014. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

Regal Investment Advisors reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 1,133 VanEck Oil Services ETF shares in Q3 2024, an estimated $358K.
Regal Investment Advisors first reported a position in VanEck Oil Services ETF in Q2 2014 and held it in 11 quarters.
Regal Investment Advisors's VanEck Oil Services ETF position peaked at $811K in Q3 2014.
219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.