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
2026 Q2	$319K	Buy	+3,000	New	+$393K	0.07%	159

Other funds holding USO

Roan Capital Partners Johnson City, Tennessee $121M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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.