Cavalier Investments’s United States Oil Fund USO Stock Holding History

Cavalier 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
2026 Q2	–	Sell	-121,831	Closed	-$16M	–	118
2026 Q1	$15.5M	Buy	+121,831	New	+$10.8M	0.42%	27
2025 Q1	–	Sell	-12,022	Closed	-$908K	–	86
2024 Q4	$908K	Buy	12,022 +405	+3%	+$29.6K	0.3%	48
2024 Q3	$812K	Sell	11,617 -47	-0.4%	-$3.53K	0.25%	68
2024 Q2	$928K	Hold	11,664	–	–	0.29%	58
2024 Q1	$918K	Sell	11,664 -5,616	-33%	-$405K	0.34%	57
2023 Q4	$1.15M	Buy	+17,280	New	+$1.25M	0.42%	57
2022 Q1	–	Sell	-108,872	Closed	-$5.92M	–	103
2021 Q4	$5.92M	Buy	108,872 +19,635	+22%	+$1.07M	1.54%	22
2021 Q3	$4.69M	Buy	89,237 +16,303	+22%	+$797K	1.48%	24
2021 Q2	$3.64M	Buy	+72,934	New	+$3.29M	1.31%	24

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cavalier Investments's USO Position: Q2 2026 in Review

Cavalier Investments sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 121,831 shares — an estimated $16M sold.

Cavalier Investments first reported a position in USO in Q2 2021 and held it in 9 quarters. The position peaked at $15.5M in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Cavalier Investments reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Cavalier Investments sold 121,831 United States Oil Fund shares in Q2 2026, an estimated $16M.
Cavalier Investments first reported a position in United States Oil Fund in Q2 2021 and held it in 9 quarters.
Cavalier Investments's United States Oil Fund position peaked at $15.5M in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.