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
2022 Q1	–	Sell	-10,000	Closed	-$2K	–	3882
2021 Q4	$2K	Buy	+10,000	New	+$544K	﹤0.01%	3194
2021 Q2	$24K	Hold	16,000	–	–	﹤0.01%	1719
2021 Q1	$24K	Hold	16,000	–	–	﹤0.01%	1719
2020 Q4	$24K	Hold	16,000	–	–	﹤0.01%	1718
2020 Q3	$24K	Hold	16,000	–	–	﹤0.01%	1718
2020 Q2	$24K	Buy	16,000 +14,000	+700%	+$383K	﹤0.01%	1718
2020 Q1	$24K	Hold	2,000	–	–	﹤0.01%	1718
2019 Q4	$24K	Hold	2,000	–	–	﹤0.01%	1718
2019 Q3	$24K	Hold	2,000	–	–	﹤0.01%	1718
2019 Q2	$24K	Hold	2,000	–	–	﹤0.01%	1718
2019 Q1	$24K	Buy	+2,000	New	+$184K	﹤0.01%	1717

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.