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B. Riley Wealth Advisors’s United States Oil Fund USO Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-3,525
Closed -$285K – 1604
2024
Q1 		$285K Buy
+3,525
New +$254K 0.01% 1059
2023
Q4 		– Sell
-3,525
Closed -$285K – 1504
2023
Q3 		$285K Sell
3,525
-1,208
-26% -$89K 0.01% 1059
2023
Q2 		$301K Sell
4,733
-238
-5% -$15.5K 0.01% 1122
2023
Q1 		$330K Buy
4,971
+99
+2% +$6.6K 0.01% 1016
2022
Q4 		$342K Buy
4,872
+88
+2% +$6.15K 0.01% 973
2022
Q3 		$313K Buy
4,784
+1,444
+43% +$106K 0.01% 980
2022
Q2 		$269K Hold
3,340
– – 0.01% 926
2022
Q1 		$248K Buy
+3,340
New +$225K 0.01% 1101
2020
Q4 		– Sell
-7,156
Closed -$203K – 1092
2020
Q3 		$203K Sell
7,156
-3,000
-30% -$87.8K 0.01% 839
2020
Q2 		$285K Buy
10,156
+8,127
+401% +$222K 0.02% 648
2020
Q1 		$69K Buy
+2,029
New +$156K 0.01% 748
2017
Q4 		– Sell
-8,828
Closed -$737K – 667
2017
Q3 		$737K Buy
8,828
+7,525
+578% +$593K 0.12% 183
2017
Q2 		$100K Buy
+1,303
New +$104K 0.02% 502
2016
Q2 		– Sell
-1,845
Closed -$143K – 648
2016
Q1 		$143K Buy
+1,845
New +$138K 0.03% 497
2015
Q1 		– Sell
-150
Closed -$24 – 1916
2014
Q4 		$24 Buy
+150
New +$33.3K ﹤0.01% 2469
2014
Q3 		– Sell
-150
Closed -$46.7K – 1826
2014
Q2 		$46.7K Buy
+150
New +$45K 0.01% 1062

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's USO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2024, closing a stake of 3,525 shares — an estimated $285K sold.

B. Riley Wealth Advisors first reported a position in USO in Q2 2014 and held it in 16 quarters. The position peaked at $737K in Q3 2017. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,525 United States Oil Fund shares in Q2 2024, an estimated $285K.
  • B. Riley Wealth Advisors first reported a position in United States Oil Fund in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's United States Oil Fund position peaked at $737K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.