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

CoreCap 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 		$271K Buy
2,544
+794
+45% +$104K 0.01% 747
2026
Q1 		$223K Buy
1,750
+1,747
+58,233% +$155K 0.01% 774
2025
Q4 		$207 Hold
3
– – ﹤0.01% 2812
2025
Q3 		$221 Buy
+3
New +$225 ﹤0.01% 2663
2024
Q3 		– Sell
-259
Closed -$20.6K – 2744
2024
Q2 		$20.6K Sell
259
-25
-9% -$1.94K ﹤0.01% 889
2024
Q1 		$22.4K Buy
+284
New +$20.5K ﹤0.01% 1430
2022
Q4 		$8.76K Buy
+125
New +$8.74K ﹤0.01% 1579
2022
Q3 		– Sell
-125
Closed -$10K – 2021
2022
Q2 		$10K Buy
+125
New +$10.1K ﹤0.01% 1484
2022
Q1 		– Sell
-147
Closed -$8K – 2024
2021
Q4 		$8K Buy
+147
New +$8K ﹤0.01% 1633

Other funds holding USO

RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

CoreCap Advisors's USO Position: Q2 2026 in Review

CoreCap Advisors increased its United States Oil Fund (USO) stake by 45% in Q2 2026, buying an estimated $104K and bringing the position to 2,544 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #747.

CoreCap Advisors first reported a position in USO in Q4 2021 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • CoreCap Advisors held 2,544 shares of United States Oil Fund worth $271K as of Q2 2026.
  • CoreCap Advisors bought 794 United States Oil Fund shares in Q2 2026, an estimated $104K.
  • United States Oil Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #747 holding.
  • CoreCap Advisors first reported a position in United States Oil Fund in Q4 2021 and has held it in 9 quarters since.
  • 15 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.