Clear Investment Research’s United States Oil Fund USO Stock Holding History

Clear Investment Research’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	-1,992	Closed	-$253K	–	218
2026 Q1	$253K	Buy	+1,992	New	+$177K	0.4%	49
2025 Q4	–	Sell	-1,992	Closed	-$147K	–	228
2025 Q3	$147K	Buy	1,992 +246	+14%	+$18.5K	0.2%	73
2025 Q2	$128K	Hold	1,746	–	–	0.16%	76
2025 Q1	$135K	Hold	1,746	–	–	0.18%	69
2024 Q4	$132K	Hold	1,746	–	–	0.17%	69
2024 Q3	$122K	Buy	1,746 +157	+10%	+$11.8K	0.16%	70
2024 Q2	$126K	Buy	1,589 +488	+44%	+$37.9K	0.16%	66
2024 Q1	$86.7K	Buy	1,101 +67	+6%	+$4.83K	0.12%	78
2023 Q4	$68.9K	Hold	1,034	–	–	0.1%	95
2023 Q3	$83.6K	Buy	1,034 +155	+18%	+$11.4K	0.15%	70
2023 Q2	$55.9K	Buy	879 +186	+27%	+$12.1K	0.09%	83
2023 Q1	$46K	Buy	693 +31	+5%	+$2.07K	0.08%	87
2022 Q4	$46K	Hold	662	–	–	0.09%	82
2022 Q3	$43K	Buy	+662	New	+$48.4K	0.09%	81

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

Clear Investment Research's USO Position: Q2 2026 in Review

Clear Investment Research sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 1,992 shares — an estimated $253K sold.

Clear Investment Research first reported a position in USO in Q3 2022 and held it in 14 quarters. The position peaked at $253K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Clear Investment Research reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 1,992 United States Oil Fund shares in Q2 2026, an estimated $253K.
Clear Investment Research first reported a position in United States Oil Fund in Q3 2022 and held it in 14 quarters.
Clear Investment Research's United States Oil Fund position peaked at $253K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.