Bedel Financial Consulting’s United States Oil Fund USO Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-57	Closed	-$4K	–	868
2022 Q1	$4K	Hold	57	–	–	﹤0.01%	811
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	861
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	858
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	855
2021 Q1	$2K	Hold	57	–	–	﹤0.01%	866
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	770
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	743
2020 Q2	$2K	Buy	+57	New	+$1.56K	﹤0.01%	711
2019 Q1	–	Sell	-53	Closed	-$4K	–	723
2018 Q4	$4K	Hold	53	–	–	﹤0.01%	572
2018 Q3	$6K	Hold	53	–	–	﹤0.01%	540
2018 Q2	$6K	Buy	+53	New	+$5.82K	﹤0.01%	535

Other funds holding USO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SMFG

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

Bedel Financial Consulting's USO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 57 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in USO in Q2 2018 and held it in 11 quarters. The position peaked at $6K in Q3 2018. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

Bedel Financial Consulting reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 57 United States Oil Fund shares in Q2 2022, an estimated $4K.
Bedel Financial Consulting first reported a position in United States Oil Fund in Q2 2018 and held it in 11 quarters.
Bedel Financial Consulting's United States Oil Fund position peaked at $6K in Q3 2018.
204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.