Finer Wealth Management
USO icon

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
Q3 		$307K Sell
2,108
-250
-11% -$33K 0.12% 76
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
WealthCare Asset Management
WealthCare Asset Management Springfield, Missouri $116M AUM 24.65% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CenterStar Asset Management
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Finer Wealth Management's USO Position: Q3 2026 in Review

Finer Wealth Management reduced its United States Oil Fund (USO) stake by 11% in Q3 2026, selling an estimated $33K and leaving 2,108 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #76.

Finer Wealth Management first reported a position in USO in Q4 2021 and has held it in 19 quarters since. The position peaked at $601K in Q3 2023. 52 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Finer Wealth Management held 2,108 shares of United States Oil Fund worth $307K as of Q3 2026.
  • Finer Wealth Management sold 250 United States Oil Fund shares in Q3 2026, an estimated $33K.
  • United States Oil Fund made up 0.12% of Finer Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Finer Wealth Management first reported a position in United States Oil Fund in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's United States Oil Fund position peaked at $601K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.