Cassady Schiller Wealth Management’s United States Oil Fund USO Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$7.55K	Hold	100	–	–	﹤0.01%	366
2024 Q3	$6.99K	Hold	100	–	–	﹤0.01%	336
2024 Q2	$7.96K	Hold	100	–	–	﹤0.01%	327
2024 Q1	$7.87K	Hold	100	–	–	﹤0.01%	346
2023 Q4	$6.67K	Hold	100	–	–	﹤0.01%	346
2023 Q3	$8.09K	Hold	100	–	–	﹤0.01%	343
2023 Q2	$6.36K	Hold	100	–	–	﹤0.01%	368
2023 Q1	$6.64K	Hold	100	–	–	﹤0.01%	343
2022 Q4	$7.01K	Buy	+100	New	+$6.99K	﹤0.01%	344

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Cassady Schiller Wealth Management's USO Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its United States Oil Fund (USO) position steady in Q4 2024 at 100 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Cassady Schiller Wealth Management first reported a position in USO in Q4 2022 and has held it in 9 quarters since. The position peaked at $8.09K in Q3 2023. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

Cassady Schiller Wealth Management held 100 shares of United States Oil Fund worth $7.55K as of Q4 2024.
Cassady Schiller Wealth Management left its United States Oil Fund share count unchanged in Q4 2024.
United States Oil Fund made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #366 holding.
Cassady Schiller Wealth Management first reported a position in United States Oil Fund in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's United States Oil Fund position peaked at $8.09K in Q3 2023.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.