Brinker Capital Investments’s United States Oil Fund USO Stock Holding History

Brinker Capital Investments’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
2025 Q1	–	Sell	-2,835	Closed	-$214K	–	1982
2024 Q4	$214K	Buy	+2,835	New	+$207K	﹤0.01%	1724
2019 Q3	–	Sell	-147	Closed	-$14K	–	950
2019 Q2	$14K	Hold	147	–	–	﹤0.01%	746
2019 Q1	$15K	Buy	+147	New	+$13.5K	﹤0.01%	593
2018 Q1	–	Sell	-1	Closed	–	–	597
2017 Q4	$0	Buy	+1	New	+$89	﹤0.01%	604

Other funds holding USO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Brinker Capital Investments's USO Position: Q1 2025 in Review

Brinker Capital Investments sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 2,835 shares — an estimated $214K sold.

Brinker Capital Investments first reported a position in USO in Q4 2017 and held it in 4 quarters. The position peaked at $214K in Q4 2024. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

Brinker Capital Investments reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
Brinker Capital Investments sold 2,835 United States Oil Fund shares in Q1 2025, an estimated $214K.
Brinker Capital Investments first reported a position in United States Oil Fund in Q4 2017 and held it in 4 quarters.
Brinker Capital Investments's United States Oil Fund position peaked at $214K in Q4 2024.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.