Blue Trust Inc’s United States Oil Fund USO Stock Holding History

Blue Trust Inc’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	$18.2K	Sell	125 -25	-17%	-$3.3K	﹤0.01%	1539
2026 Q2	$16K	Hold	150	–	–	﹤0.01%	1727
2026 Q1	$19.1K	Buy	+150	New	+$13.3K	﹤0.01%	1664
2025 Q4	–	Sell	-20	Closed	-$1.48K	–	2734
2025 Q3	$1.48K	Sell	20 -236	-92%	-$17.7K	﹤0.01%	2222
2025 Q2	$18.7K	Sell	256 -429	-63%	-$30K	﹤0.01%	1695
2025 Q1	$53K	Hold	685	–	–	﹤0.01%	1327
2024 Q4	$51.8K	Hold	685	–	–	﹤0.01%	1285
2024 Q3	$54.5K	Hold	685	–	–	﹤0.01%	1527
2024 Q2	$53.9K	Hold	685	–	–	﹤0.01%	1222
2024 Q1	$53.9K	Hold	685	–	–	﹤0.01%	891
2023 Q4	$55K	Hold	685	–	–	﹤0.01%	895
2023 Q3	$44K	Hold	685	–	–	﹤0.01%	892
2023 Q2	$46K	Hold	685	–	–	﹤0.01%	724
2023 Q1	$48K	Hold	685	–	–	﹤0.01%	1061
2022 Q4	$45K	Hold	685	–	–	﹤0.01%	972
2022 Q3	$55K	Sell	685 -109	-14%	-$7.98K	﹤0.01%	722
2022 Q2	$59K	Buy	+794	New	+$64.4K	﹤0.01%	645

Other funds holding USO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Harvest Fund Management Beijing, China $3.24B AUM 68.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

E Fund Management Guangzhou, China $4.53B AUM

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Blue Trust Inc's USO Position: Q3 2026 in Review

Blue Trust Inc reduced its United States Oil Fund (USO) stake by 17% in Q3 2026, selling an estimated $3.3K and leaving 125 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Blue Trust Inc first reported a position in USO in Q2 2022 and has held it in 17 quarters since. The position peaked at $59K in Q2 2022. 160 funds tracked by Wall St. Rank hold USO as of Q3 2026.

Blue Trust Inc held 125 shares of United States Oil Fund worth $18.2K as of Q3 2026.
Blue Trust Inc sold 25 United States Oil Fund shares in Q3 2026, an estimated $3.3K.
United States Oil Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1539 holding.
Blue Trust Inc first reported a position in United States Oil Fund in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's United States Oil Fund position peaked at $59K in Q2 2022.
160 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.