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Finer Wealth Management’s United States Oil Fund USO Stock Holding History

Finer Wealth Management’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 		$251K Sell
2,358
-195
-8% -$25.6K 0.11% 82
2026
Q1 		$325K Buy
+2,553
New +$226K 0.16% 71
2025
Q4 		– Sell
-2,825
Closed -$208K – 88
2025
Q3 		$208K Sell
2,825
-19
-0.7% -$1.43K 0.1% 82
2025
Q2 		$208K Sell
2,844
-246
-8% -$17.2K 0.11% 83
2025
Q1 		$239K Sell
3,090
-1,499
-33% -$114K 0.14% 77
2024
Q4 		$347K Sell
4,589
-6
-0.1% -$439 0.2% 70
2024
Q3 		$321K Sell
4,595
-197
-4% -$14.8K 0.2% 69
2024
Q2 		$381K Sell
4,792
-132
-3% -$10.2K 0.25% 60
2024
Q1 		$388K Sell
4,924
-757
-13% -$54.6K 0.25% 60
2023
Q4 		$379K Sell
5,681
-1,756
-24% -$127K 0.28% 59
2023
Q3 		$601K Hold
7,437
– – 0.48% 46
2023
Q2 		$473K Sell
7,437
-190
-2% -$12.4K 0.37% 54
2023
Q1 		$507K Sell
7,627
-284
-4% -$18.9K 0.43% 54
2022
Q4 		$555K Buy
7,911
+1,832
+30% +$128K 0.52% 47
2022
Q3 		$397K Sell
6,079
-138
-2% -$10.1K 0.39% 57
2022
Q2 		$499K Sell
6,217
-826
-12% -$67K 0.46% 49
2022
Q1 		$522K Sell
7,043
-63
-0.9% -$4.24K 0.43% 50
2021
Q4 		$386K Buy
+7,106
New +$387K 0.32% 64

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Finer Wealth Management's USO Position: Q2 2026 in Review

Finer Wealth Management reduced its United States Oil Fund (USO) stake by 7.6% in Q2 2026, selling an estimated $25.6K and leaving 2,358 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #82.

Finer Wealth Management first reported a position in USO in Q4 2021 and has held it in 18 quarters since. The position peaked at $601K in Q3 2023. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Finer Wealth Management held 2,358 shares of United States Oil Fund worth $251K as of Q2 2026.
  • Finer Wealth Management sold 195 United States Oil Fund shares in Q2 2026, an estimated $25.6K.
  • United States Oil Fund made up 0.11% of Finer Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Finer Wealth Management first reported a position in United States Oil Fund in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's United States Oil Fund position peaked at $601K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.