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  Name: Oak Harvest Investment Services
  City: Houston
  State: TX
  Zip: 77024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $579,483,000
  Total Value Change : $78,515,000
  Securities Held Change : 6
   
All Securities Held : 118
  New Positions : 13
  Closed Positions : 7
  Increased Positions : 69
  Unchanged Positions : 2
  Decreased Positions : 34

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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SWN)1 Year Chart         SWN Southwestern Energy Co 104 - $7.27 $334,000 44,071 0.06% 45,000 0 0.004    Independent Oil & Gas
   (VVR)1 Year Chart         VVR Invesco Van Kampen Senior 117 - $4.39 $73,000 17,000 0.01% 3,000 0 0.009    Closed - End Fund - Debt

      2 Records Found
  1    
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