Accel Wealth Management’s United States Oil Fund USO Stock Holding History

Accel Wealth Management’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-321	Closed	-$21.3K	–	832
2023 Q1	$21.3K	Hold	321	–	–	0.01%	691
2022 Q4	$22.5K	Hold	321	–	–	0.01%	520
2022 Q3	$23K	Hold	321	–	–	0.01%	525
2022 Q2	$24K	Hold	321	–	–	0.01%	501
2022 Q1	$24K	Hold	321	–	–	0.01%	514
2021 Q4	$17K	Hold	321	–	–	0.01%	602
2021 Q3	$17K	Hold	321	–	–	0.01%	541
2021 Q2	$16K	Hold	321	–	–	0.01%	599
2021 Q1	$13K	Hold	321	–	–	0.01%	612
2020 Q4	$11K	Buy	+321	New	+$9.52K	0.01%	608

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CRAM

Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Accel Wealth Management's USO Position: Q2 2023 in Review

Accel Wealth Management sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 321 shares — an estimated $21.3K sold.

Accel Wealth Management first reported a position in USO in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q2 2022. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

Accel Wealth Management reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 321 United States Oil Fund shares in Q2 2023, an estimated $21.3K.
Accel Wealth Management first reported a position in United States Oil Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's United States Oil Fund position peaked at $24K in Q2 2022.
166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.