Arkadios Wealth Advisors’s United States Oil Fund USO Stock Holding History

Arkadios Wealth Advisors’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
2026 Q2	$400K	Sell	3,755 -38,100	-91%	-$4.99M	0.01%	1241
2026 Q1	$5.33M	Buy	+41,855	New	+$3.71M	0.09%	253
2024 Q3	–	Sell	-42,033	Closed	-$3.35M	–	971
2024 Q2	$3.35M	Buy	42,033 +961	+2%	+$74.6K	0.23%	94
2024 Q1	$3.23M	Buy	41,072 +19,567	+91%	+$1.41M	0.25%	92
2023 Q4	$1.43M	Sell	21,505 -10,515	-33%	-$762K	0.12%	174
2023 Q3	$2.59M	Buy	+32,020	New	+$2.36M	0.25%	103
2021 Q4	–	Sell	-2,091	Closed	-$109K	–	1718
2021 Q3	$109K	Sell	2,091 -391	-16%	-$19.1K	0.02%	669
2021 Q2	$123K	Buy	2,482 +879	+55%	+$39.7K	0.02%	670
2021 Q1	$64K	Buy	1,603 +1,070	+201%	+$42K	0.01%	630
2020 Q4	$17K	Buy	533 +408	+326%	+$12.1K	﹤0.01%	813
2020 Q3	$3.59K	Sell	125 -1,312	-91%	-$38.4K	﹤0.01%	892
2020 Q2	$41.5K	Buy	1,437 +1,312	+1,050%	+$35.9K	0.02%	402
2020 Q1	$4.21K	Buy	+125	New	+$9.63K	﹤0.01%	819

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Arkadios Wealth Advisors's USO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its United States Oil Fund (USO) stake by 91% in Q2 2026, selling an estimated $4.99M and leaving 3,755 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1241.

Arkadios Wealth Advisors first reported a position in USO in Q1 2020 and has held it in 13 quarters since. The position peaked at $5.33M in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Arkadios Wealth Advisors held 3,755 shares of United States Oil Fund worth $400K as of Q2 2026.
Arkadios Wealth Advisors sold 38,100 United States Oil Fund shares in Q2 2026, an estimated $4.99M.
United States Oil Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1241 holding.
Arkadios Wealth Advisors first reported a position in United States Oil Fund in Q1 2020 and has held it in 13 quarters since.
Arkadios Wealth Advisors's United States Oil Fund position peaked at $5.33M in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.