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Foundations Investment Advisors’s United States Oil Fund USO Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-2,649
Closed -$205K – 991
2025
Q1 		$205K Sell
2,649
-250
-9% -$19.1K ﹤0.01% 819
2024
Q4 		$219K Buy
+2,899
New +$212K ﹤0.01% 780
2024
Q3 		– Sell
-2,627
Closed -$209K – 865
2024
Q2 		$209K Sell
2,627
-73
-3% -$5.67K 0.01% 712
2024
Q1 		$213K Buy
+2,700
New +$195K 0.01% 669
2023
Q4 		– Sell
-2,745
Closed -$222K – 729
2023
Q3 		$222K Buy
+2,745
New +$202K 0.01% 585

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Foundations Investment Advisors's USO Position: Q2 2025 in Review

Foundations Investment Advisors sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 2,649 shares — an estimated $205K sold.

Foundations Investment Advisors first reported a position in USO in Q3 2023 and held it in 5 quarters. The position peaked at $222K in Q3 2023. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

  • Foundations Investment Advisors reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,649 United States Oil Fund shares in Q2 2025, an estimated $205K.
  • Foundations Investment Advisors first reported a position in United States Oil Fund in Q3 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's United States Oil Fund position peaked at $222K in Q3 2023.
  • 148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.