CIBC Private Wealth Group’s United States Oil Fund USO Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$23.3K	Hold	337	–	–	﹤0.01%	2118
2025 Q3	$24.9K	Hold	337	–	–	﹤0.01%	2079
2025 Q2	$24.6K	Hold	337	–	–	﹤0.01%	1936
2025 Q1	$21.3K	Hold	337	–	–	﹤0.01%	1966
2024 Q4	$26.1K	Sell	337 -6	-2%	-$439	﹤0.01%	1949
2024 Q3	$24K	Sell	343 -50,000	-99%	-$3.75M	﹤0.01%	2084
2024 Q2	$4.05M	Hold	50,343	–	–	0.01%	435
2024 Q1	$4.01M	Sell	50,343 -25,126	-33%	-$1.81M	0.01%	440
2023 Q4	$5.03M	Buy	+75,469	New	+$5.47M	0.01%	387
2018 Q3	–	Sell	-226	Closed	-$27K	–	1688
2018 Q2	$27K	Hold	226	–	–	﹤0.01%	1328
2018 Q1	$24K	Sell	226 -1,124	-83%	-$114K	﹤0.01%	1349
2017 Q4	$130K	Sell	1,350 -157	-10%	-$13.9K	﹤0.01%	996
2017 Q3	$126K	Buy	+1,507	New	+$119K	﹤0.01%	906

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

HFM

Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return

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

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

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

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CIBC Private Wealth Group's USO Position: Q4 2025 in Review

CIBC Private Wealth Group held its United States Oil Fund (USO) position steady in Q4 2025 at 337 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

CIBC Private Wealth Group first reported a position in USO in Q3 2017 and has held it in 13 quarters since. The position peaked at $5.03M in Q4 2023. 140 funds tracked by Wall St. Rank hold USO as of Q4 2025.

CIBC Private Wealth Group held 337 shares of United States Oil Fund worth $23.3K as of Q4 2025.
CIBC Private Wealth Group left its United States Oil Fund share count unchanged in Q4 2025.
United States Oil Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2118 holding.
CIBC Private Wealth Group first reported a position in United States Oil Fund in Q3 2017 and has held it in 13 quarters since.
CIBC Private Wealth Group's United States Oil Fund position peaked at $5.03M in Q4 2023.
140 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.