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

Doliver 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
2024
Q1 		– Sell
-4,260
Closed -$284K – 147
2023
Q4 		$284K Buy
+4,260
New +$309K 0.09% 126
2023
Q2 		– Sell
-6,750
Closed -$448K – 174
2023
Q1 		$448K Buy
+6,750
New +$450K 0.14% 95
2022
Q4 		– Sell
-3,400
Closed -$222K – 166
2022
Q3 		$222K Buy
+3,400
New +$249K 0.08% 133
2021
Q1 		– Sell
-8,322
Closed -$275K – 153
2020
Q4 		$275K Sell
8,322
-3,471
-29% -$103K 0.12% 107
2020
Q3 		$334K Buy
+11,793
New +$345K 0.17% 103

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Doliver Advisors's USO Position: Q1 2024 in Review

Doliver Advisors sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 4,260 shares — an estimated $284K sold.

Doliver Advisors first reported a position in USO in Q3 2020 and held it in 5 quarters. The position peaked at $448K in Q1 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • Doliver Advisors reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • Doliver Advisors sold 4,260 United States Oil Fund shares in Q1 2024, an estimated $284K.
  • Doliver Advisors first reported a position in United States Oil Fund in Q3 2020 and held it in 5 quarters.
  • Doliver Advisors's United States Oil Fund position peaked at $448K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Doliver Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.