SWM
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Shelton Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Shelton Wealth Management’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
2026
Q2 		$1.27M Sell
3,423
-261
-7% -$109K 0.5% 71
2026
Q1 		$1.49M Sell
3,684
-1,273
-26% -$466K 0.65% 46
2025
Q4 		$1.41M Sell
4,957
-178
-3% -$49.9K 0.61% 53
2025
Q3 		$1.33M Buy
5,135
+33
+0.6% +$8.19K 0.6% 54
2025
Q2 		$1.17M Buy
5,102
+777
+18% +$174K 0.57% 64
2025
Q1 		$1.13M Sell
4,325
-37
-0.8% -$10.1K 0.62% 46
2024
Q4 		$1.18M Sell
4,362
-813
-16% -$233K 0.61% 50
2024
Q3 		$1.47M Sell
5,175
-177
-3% -$53.4K 0.8% 33
2024
Q2 		$1.69M Sell
5,352
-620
-10% -$199K 0.96% 24
2024
Q1 		$2.01M Sell
5,972
-177
-3% -$53.7K 1.26% 22
2023
Q4 		$1.9M Sell
6,149
-2,448
-28% -$786K 1.35% 22
2023
Q3 		$2.97M Buy
8,597
+158
+2% +$53.4K 2.37% 15
2023
Q2 		$2.43M Buy
8,439
+1,794
+27% +$487K 1.88% 16
2023
Q1 		$1.84M Buy
6,645
+157
+2% +$48K 1.49% 17
2022
Q4 		$1.97M Buy
6,488
+2,513
+63% +$719K 1.56% 16
2022
Q3 		$840K Sell
3,975
-19
-0.5% -$4.34K 0.75% 25
2022
Q2 		$929K Buy
+3,994
New +$1.09M 0.79% 24

Other funds holding OIH

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Shelton Wealth Management's OIH Position: Q2 2026 in Review

Shelton Wealth Management reduced its VanEck Oil Services ETF (OIH) stake by 7.1% in Q2 2026, selling an estimated $109K and leaving 3,423 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #71.

Shelton Wealth Management first reported a position in OIH in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.97M in Q3 2023. 43 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

  • Shelton Wealth Management held 3,423 shares of VanEck Oil Services ETF worth $1.27M as of Q2 2026.
  • Shelton Wealth Management sold 261 VanEck Oil Services ETF shares in Q2 2026, an estimated $109K.
  • VanEck Oil Services ETF made up 0.5% of Shelton Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Shelton Wealth Management first reported a position in VanEck Oil Services ETF in Q2 2022 and has held it in 17 quarters since.
  • Shelton Wealth Management's VanEck Oil Services ETF position peaked at $2.97M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.