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Arlington Trust’s United States Oil Fund USO Stock Holding History

Arlington Trust’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
Q3 		$198K Hold
1,356
– – 0.01% 153
2026
Q2 		$144K Hold
1,356
– – 0.01% 156
2026
Q1 		$173K Hold
1,356
– – 0.02% 109
2025
Q4 		$93.8K Hold
1,356
– – 0.01% 142
2025
Q3 		$100K Hold
1,356
– – 0.02% 271
2025
Q2 		$99.1K Hold
1,356
– – 0.02% 260
2025
Q1 		$105K Hold
1,356
– – 0.02% 256
2024
Q4 		$102K Hold
1,356
– – 0.02% 267
2024
Q3 		$94.8K Hold
1,356
– – 0.02% 268
2024
Q2 		$108K Hold
1,356
– – 0.03% 243
2024
Q1 		$107K Hold
1,356
– – 0.03% 212
2023
Q4 		$90.4K Buy
+1,356
New +$98.3K 0.03% 225

Other funds holding USO

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CenterStar Asset Management
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Arlington Trust's USO Position: Q3 2026 in Review

Arlington Trust held its United States Oil Fund (USO) position steady in Q3 2026 at 1,356 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #153.

Arlington Trust first reported a position in USO in Q4 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Arlington Trust held 1,356 shares of United States Oil Fund worth $198K as of Q3 2026.
  • Arlington Trust left its United States Oil Fund share count unchanged in Q3 2026.
  • United States Oil Fund made up 0.01% of Arlington Trust's portfolio in Q3 2026, its #153 holding.
  • Arlington Trust first reported a position in United States Oil Fund in Q4 2023 and has held it in 12 quarters since.
  • 42 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.