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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
2022
Q4 		– Hold
0
– -$2.69M – 1382
2022
Q3 		– Hold
0
– – – 85
2022
Q2 		– Sell
-41,200
Closed -$3.34M – 81
2022
Q1 		$3.05M Sell
41,200
-30,000
-42% -$2.02M 0.21% 93
2021
Q4 		$3.87M Hold
71,200
– – 0.26% 78
2021
Q3 		$3.74M Buy
+71,200
New +$3.48M 0.28% 73

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

Clearstead Advisors's USO Position: Q1 2026 in Review

Clearstead Advisors opened a new position in United States Oil Fund (USO) in Q1 2026: 2,543 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in USO as recently as Q1 2025.

Clearstead Advisors first reported a position in USO in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.76M in Q3 2023. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

  • Clearstead Advisors held 2,543 shares of United States Oil Fund worth $324K as of Q1 2026.
  • United States Oil Fund was a new Clearstead Advisors position in Q1 2026.
  • United States Oil Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #834 holding.
  • Clearstead Advisors first reported a position in United States Oil Fund in Q1 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's United States Oil Fund position peaked at $1.76M in Q3 2023.
  • 190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.