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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
Q1 		$12.3M Buy
+96,500
New +$8.55M 0.33% 33

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cavalier Investments's USO Position: Q1 2026 in Review

Cavalier Investments opened a new position in United States Oil Fund (USO) in Q1 2026: 121,831 shares worth $15.5M. The stake represents 0.42% of the portfolio and ranks #27 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in USO as recently as Q4 2024.

Cavalier Investments first reported a position in USO in Q2 2021 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

  • Cavalier Investments held 121,831 shares of United States Oil Fund worth $15.5M as of Q1 2026.
  • United States Oil Fund was a new Cavalier Investments position in Q1 2026.
  • United States Oil Fund made up 0.42% of Cavalier Investments's portfolio in Q1 2026, its #27 holding.
  • Cavalier Investments first reported a position in United States Oil Fund in Q2 2021 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.