BFC Planning, Inc.’s United States Oil Fund USO Stock Holding History

BFC Planning, Inc.’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	$46.2K	Sell	434 -1,699	-80%	-$223K	﹤0.01%	1597
2026 Q1	$271K	Buy	2,133 +2,125	+26,563%	+$188K	0.01%	774
2025 Q4	$553	Sell	8 -97	-92%	-$6.84K	﹤0.01%	2912
2025 Q3	$7.74K	Sell	105 -850	-89%	-$63.8K	﹤0.01%	2036
2025 Q2	$69.8K	Buy	955 +138	+17%	+$9.6K	0.01%	1006
2025 Q1	$63.2K	Buy	817 +300	+58%	+$22.9K	0.01%	1019
2024 Q4	$39.1K	Buy	+517	New	+$37.8K	﹤0.01%	1212

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

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 $62.4B AUM 44.75% 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

BFC Planning, Inc.'s USO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its United States Oil Fund (USO) stake by 80% in Q2 2026, selling an estimated $223K and leaving 434 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

BFC Planning, Inc. first reported a position in USO in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q1 2026. 173 funds tracked by Wall St. Rank hold USO as of Q2 2026.

BFC Planning, Inc. held 434 shares of United States Oil Fund worth $46.2K as of Q2 2026.
BFC Planning, Inc. sold 1,699 United States Oil Fund shares in Q2 2026, an estimated $223K.
United States Oil Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1597 holding.
BFC Planning, Inc. first reported a position in United States Oil Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s United States Oil Fund position peaked at $271K in Q1 2026.
173 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.