Ehrlich Financial Group
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Ehrlich Financial Group’s United States Oil Fund USO Stock Holding History

Ehrlich Financial Group’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 		$726K Sell
4,982
-1,389
-22% -$183K 0.38% 55
2026
Q2 		$678K Buy
+6,371
New +$835K 0.35% 67

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Ehrlich Financial Group's USO Position: Q3 2026 in Review

Ehrlich Financial Group reduced its United States Oil Fund (USO) stake by 22% in Q3 2026, selling an estimated $183K and leaving 4,982 shares worth $726K. The position accounts for 0.38% of the portfolio, ranked #55.

Ehrlich Financial Group first reported a position in USO in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Ehrlich Financial Group held 4,982 shares of United States Oil Fund worth $726K as of Q3 2026.
  • Ehrlich Financial Group sold 1,389 United States Oil Fund shares in Q3 2026, an estimated $183K.
  • United States Oil Fund made up 0.38% of Ehrlich Financial Group's portfolio in Q3 2026, its #55 holding.
  • Ehrlich Financial Group first reported a position in United States Oil Fund in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.