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Clearstead Advisors’s United States Oil Fund USO Stock Holding History

Clearstead Advisors’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 		$273K Buy
2,566
+23
+0.9% +$3.01K ﹤0.01% 958
2026
Q1 		$324K Buy
+2,543
New +$225K ﹤0.01% 834
2025
Q2 		– Sell
-2,642
Closed -$204K – 2885
2025
Q1 		$204K Sell
2,642
-10,901
-80% -$832K ﹤0.01% 831
2024
Q4 		$1.02M Sell
13,543
-2,945
-18% -$215K 0.02% 406
2024
Q3 		$1.15M Buy
16,488
+5,605
+52% +$421K 0.02% 394
2024
Q2 		$866K Hold
10,883
– – 0.01% 420
2024
Q1 		$829K Hold
10,883
– – 0.04% 250
2023
Q4 		$725K Hold
10,883
– – 0.04% 263
2023
Q3 		$880K Hold
10,883
– – 0.05% 215
2023
Q2 		$692K Hold
10,883
– – 0.04% 252
2023
Q1 		$723K Hold
10,883
– – 0.05% 210
2022
Q4 		$763K Hold
10,883
– – 0.06% 200
2022
Q3 		$710K Hold
10,883
– – 0.07% 184
2022
Q2 		$874K Hold
10,883
– – 0.07% 185
2022
Q1 		$807K Hold
10,883
– – 0.05% 204
2021
Q4 		$592K Buy
10,883
+40
+0.4% +$2.18K 0.04% 235
2021
Q3 		$570K Hold
10,843
– – 0.04% 226
2021
Q2 		$541K Hold
10,843
– – 0.04% 216
2021
Q1 		$439K Sell
10,843
-170
-2% -$6.67K 0.04% 232
2020
Q4 		$364K Sell
11,013
-812
-7% -$24.1K 0.03% 238
2020
Q3 		$335K Hold
11,825
– – 0.04% 226
2020
Q2 		$332K Buy
11,825
+5,077
+75% +$139K 0.04% 211
2020
Q1 		$227K Buy
+6,748
New +$520K 0.03% 225

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Clearstead Advisors's USO Position: Q2 2026 in Review

Clearstead Advisors increased its United States Oil Fund (USO) stake by 0.9% in Q2 2026, buying an estimated $3.01K and bringing the position to 2,566 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Clearstead Advisors first reported a position in USO in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2024. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Clearstead Advisors held 2,566 shares of United States Oil Fund worth $273K as of Q2 2026.
  • Clearstead Advisors bought 23 United States Oil Fund shares in Q2 2026, an estimated $3.01K.
  • United States Oil Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #958 holding.
  • Clearstead Advisors first reported a position in United States Oil Fund in Q1 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's United States Oil Fund position peaked at $1.15M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.