Clearstead Advisors
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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
Q3 		– Sell
-400
Closed -$42.6K – 3858
2026
Q2 		$42.6K Buy
+400
New +$52.4K ﹤0.01% 1550

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Harvest Fund Management
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Citigroup
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Group One Trading
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E Fund Management
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
CIBC Bancorp USA
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HRT Financial
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Clearstead Advisors's USO Position: Q3 2026 in Review

Clearstead Advisors held its United States Oil Fund (USO) position steady in Q3 2026 at 2,566 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Clearstead Advisors first reported a position in USO in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2024. 165 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Clearstead Advisors held 2,566 shares of United States Oil Fund worth $374K as of Q3 2026.
  • Clearstead Advisors left its United States Oil Fund share count unchanged in Q3 2026.
  • United States Oil Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #850 holding.
  • Clearstead Advisors first reported a position in United States Oil Fund in Q1 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's United States Oil Fund position peaked at $1.15M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.