WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OIS — OIL STS INTL INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OIL STS INTL INC (OIS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows OIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in OIL STS INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OIS stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held OIS — position size vs. price
% of Fund (quarterly)    OIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,998 +8,187 +19.6% 0.00% $560K 2026-04-08 $11.45
2025 Q4 ADDED — — — 41,811 +7,381 +21.4% 0.00% $312K 2026-01-08 $7.93
2025 Q3 ADDED — — — 34,430 +13,374 +63.5% 0.00% $214K 2025-10-29 $6.82
2025 Q2 ADDED — — — 21,056 +2,029 +10.7% 0.00% $119K 2025-07-10 $5.64
2025 Q1 INITIATED — — — 19,027 — — 0.00% $98K 2025-04-16 $3.42

🏢 Other funds also holding OIS

As of 2026 Q1 — sorted by position size

Brendel Financial Advisors LLC 3Y 7Y 0.17% Inspire Investing, LLC 3Y 7Y 0.04% Abacus Wealth Partners, LLC 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% One Wealth Advisors, LLC 3Y 7Y 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% Ares Financial Consulting, LLC 0.02% USA FINANCIAL FORMULAS 3Y 7Y 0.01% PROFUND ADVISORS LLC 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and OIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning OIS?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OIS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported OIS position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for OIS was 0.00% in 2026 Q1.

What is the latest reported OIS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 49,998 shares, equal to 0.00% of portfolio, with an estimated market value of $560K.

What does the chart on this OIS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly OIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their OIS position?

Based on 13F filing dates vs. subsequent OIS price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on OIS relative to SPY over the holding period was +118.0%.

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