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

Global 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
2025 Q4	–	Sell	-12,220	Closed	-$901K	–	44
2025 Q3	$901K	Hold	12,220	–	–	0.47%	19
2025 Q2	$924K	Hold	12,220	–	–	0.51%	18
2025 Q1	$945K	Hold	12,220	–	–	0.55%	16
2024 Q4	$923K	Buy	+12,220	New	+$893K	0.59%	16

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

HFM

Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Wealth Management's USO Position: Q4 2025 in Review

Global Wealth Management sold out of United States Oil Fund (USO) in Q4 2025, closing a stake of 12,220 shares — an estimated $901K sold.

Global Wealth Management first reported a position in USO in Q4 2024 and held it in 4 quarters. The position peaked at $945K in Q1 2025. 140 funds tracked by Wall St. Rank hold USO as of Q4 2025.

Global Wealth Management reported no remaining United States Oil Fund position as of Q4 2025 after selling out during the quarter.
Global Wealth Management sold 12,220 United States Oil Fund shares in Q4 2025, an estimated $901K.
Global Wealth Management first reported a position in United States Oil Fund in Q4 2024 and held it in 4 quarters.
Global Wealth Management's United States Oil Fund position peaked at $945K in Q1 2025.
140 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on Global Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.