EverSource Wealth Advisors’s United States Oil Fund USO Stock Holding History

EverSource Wealth 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	$443K	Buy	4,159 +4,072	+4,680%	+$534K	0.01%	605
2026 Q1	$11.1K	Hold	87	–	–	﹤0.01%	2860
2025 Q4	$6.02K	Hold	87	–	–	﹤0.01%	3045
2025 Q3	$6.42K	Hold	87	–	–	﹤0.01%	3036
2025 Q2	$6.36K	Hold	87	–	–	﹤0.01%	3051
2025 Q1	$6.73K	Hold	87	–	–	﹤0.01%	2348
2024 Q4	$6.57K	Hold	87	–	–	﹤0.01%	2220
2024 Q3	$6.08K	Hold	87	–	–	﹤0.01%	2142
2024 Q2	$6.76K	Hold	87	–	–	﹤0.01%	2078
2024 Q1	$6.82K	Hold	87	–	–	﹤0.01%	1888
2023 Q4	$5.8K	Hold	87	–	–	﹤0.01%	1798
2023 Q3	$7.04K	Buy	+87	New	+$6.41K	﹤0.01%	1553
2022 Q1	–	Sell	-4	Closed	–	–	1854
2021 Q4	$0	Buy	+4	New	+$218	﹤0.01%	1779

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

EverSource Wealth Advisors's USO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its United States Oil Fund (USO) stake by 4,680% in Q2 2026, buying an estimated $534K and bringing the position to 4,159 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #605.

EverSource Wealth Advisors first reported a position in USO in Q4 2021 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

EverSource Wealth Advisors held 4,159 shares of United States Oil Fund worth $443K as of Q2 2026.
EverSource Wealth Advisors bought 4,072 United States Oil Fund shares in Q2 2026, an estimated $534K.
United States Oil Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #605 holding.
EverSource Wealth Advisors first reported a position in United States Oil Fund in Q4 2021 and has held it in 13 quarters since.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.