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James T. Borello RIA’s Oceaneering OII Stock Holding History

James T. Borello RIA’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$480 Sell
11
-4
-27% -$190 ﹤0.01% 1049
2026
Q2 		$608 Buy
15
+6
+67% +$226 ﹤0.01% 1049
2026
Q1 		$319 Hold
9
– – ﹤0.01% 1077
2025
Q4 		$216 Sell
9
-5
-36% -$121 ﹤0.01% 1012
2025
Q3 		$347 Buy
+14
New +$321 ﹤0.01% 898

Other funds holding OII

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's OII Position: Q3 2026 in Review

James T. Borello RIA reduced its Oceaneering (OII) stake by 27% in Q3 2026, selling an estimated $190 and leaving 11 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

James T. Borello RIA first reported a position in OII in Q3 2025 and has held it in 5 quarters since. The position peaked at $608 in Q2 2026. 36 funds tracked by Wall St. Rank hold OII as of Q3 2026.

  • James T. Borello RIA held 11 shares of Oceaneering worth $480 as of Q3 2026.
  • James T. Borello RIA sold 4 Oceaneering shares in Q3 2026, an estimated $190.
  • Oceaneering made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1049 holding.
  • James T. Borello RIA first reported a position in Oceaneering in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Oceaneering position peaked at $608 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Oceaneering as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.