Carson Wealth (CWM LLC)’s United States Oil Fund USO Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$120K	Sell	945 -147	-13%	-$13K	﹤0.01%	3105
2025 Q4	$76K	Hold	1,092	–	–	﹤0.01%	3294
2025 Q3	$81K	Sell	1,092 -1	-0.1%	-$75	﹤0.01%	3148
2025 Q2	$80K	Hold	1,093	–	–	﹤0.01%	2906
2025 Q1	$85K	Sell	1,093 -2,588	-70%	-$198K	﹤0.01%	2564
2024 Q4	$278K	Buy	3,681 +1,123	+44%	+$82.1K	﹤0.01%	1638
2024 Q3	$179K	Buy	2,558 +1,466	+134%	+$110K	﹤0.01%	1817
2024 Q2	$87K	Hold	1,092	–	–	﹤0.01%	2065
2024 Q1	$86K	Sell	1,092 -100	-8%	-$7.22K	﹤0.01%	1968
2023 Q4	$79K	Buy	1,192 +375	+46%	+$27.2K	﹤0.01%	1894
2023 Q3	$66K	Sell	817 -560	-41%	-$41.3K	﹤0.01%	1905
2023 Q2	$88K	Buy	1,377 +967	+236%	+$63K	﹤0.01%	1638
2023 Q1	$27K	Buy	410 +310	+310%	+$20.7K	﹤0.01%	2304
2022 Q4	$7K	Sell	100 -50	-33%	-$3.5K	﹤0.01%	3036
2022 Q3	$10K	Hold	150	–	–	﹤0.01%	2707
2022 Q2	$12K	Hold	150	–	–	﹤0.01%	2488
2022 Q1	$11K	Sell	150 -1,585	-91%	-$107K	﹤0.01%	2446
2021 Q4	$94K	Buy	+1,735	New	+$94.4K	﹤0.01%	1320
2021 Q2	$84K	Hold	1,685	–	–	﹤0.01%	1197
2021 Q1	$84K	Hold	1,685	–	–	﹤0.01%	1197
2020 Q4	$84K	Hold	1,685	–	–	﹤0.01%	1197
2020 Q3	$84K	Hold	1,685	–	–	﹤0.01%	1197
2020 Q2	$84K	Buy	1,685 +1,474	+699%	+$40.3K	﹤0.01%	1197
2020 Q1	$84K	Hold	211	–	–	﹤0.01%	1197
2019 Q4	$84K	Hold	211	–	–	﹤0.01%	1197
2019 Q3	$84K	Hold	211	–	–	﹤0.01%	1197
2019 Q2	$84K	Hold	211	–	–	﹤0.01%	1197
2019 Q1	$84K	Sell	211 -2,562	-92%	-$236K	﹤0.01%	1197
2018 Q4	$214K	Sell	2,773 -313	-10%	-$31.5K	0.01%	584
2018 Q3	$383K	Hold	3,086	–	–	0.01%	412
2018 Q2	$372K	Sell	3,086 -125	-4%	-$13.7K	0.01%	357
2018 Q1	$336K	Sell	3,211 -125	-4%	-$12.6K	0.01%	319
2017 Q4	$321K	Sell	3,336 -375	-10%	-$33.3K	0.01%	303
2017 Q3	$310K	Sell	3,711 -187	-5%	-$14.7K	0.01%	289
2017 Q2	$296K	Hold	3,898	–	–	0.02%	281
2017 Q1	$332K	Hold	3,898	–	–	0.02%	255
2016 Q4	$366K	Sell	3,898 -125	-3%	-$11K	0.02%	226
2016 Q3	$352K	Hold	4,023	–	–	0.02%	220
2016 Q2	$372K	Sell	4,023 -500	-11%	-$44.8K	0.03%	213
2016 Q1	$351K	Buy	+4,523	New	+$338K	0.03%	203

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its United States Oil Fund (USO) stake by 13% in Q1 2026, selling an estimated $13K and leaving 945 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Carson Wealth (CWM LLC) first reported a position in USO in Q1 2016 and has held it in 40 quarters since. The position peaked at $383K in Q3 2018. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

Carson Wealth (CWM LLC) held 945 shares of United States Oil Fund worth $120K as of Q1 2026.
Carson Wealth (CWM LLC) sold 147 United States Oil Fund shares in Q1 2026, an estimated $13K.
United States Oil Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3105 holding.
Carson Wealth (CWM LLC) first reported a position in United States Oil Fund in Q1 2016 and has held it in 40 quarters since.
Carson Wealth (CWM LLC)'s United States Oil Fund position peaked at $383K in Q3 2018.
190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.