GoalVest Advisory’s United States Oil Fund USO Stock Holding History

GoalVest Advisory’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	-1,443	Closed	-$112K	–	522
2025 Q1	$112K	Hold	1,443	–	–	0.03%	145
2024 Q4	$109K	Hold	1,443	–	–	0.03%	146
2024 Q3	$101K	Hold	1,443	–	–	0.03%	141
2024 Q2	$115K	Hold	1,443	–	–	0.04%	127
2024 Q1	$114K	Hold	1,443	–	–	0.04%	137
2023 Q4	$96.2K	Hold	1,443	–	–	0.04%	95
2023 Q3	$117K	Hold	1,443	–	–	0.06%	96
2023 Q2	$91.7K	Hold	1,443	–	–	0.05%	102
2023 Q1	$95.9K	Hold	1,443	–	–	0.06%	86
2022 Q4	$101K	Hold	1,443	–	–	0.07%	89
2022 Q3	$94K	Hold	1,443	–	–	0.07%	94
2022 Q2	$108K	Hold	1,443	–	–	0.07%	124
2022 Q1	$107K	Buy	+1,443	New	+$97K	0.06%	127
2021 Q2	$72K	Hold	1,443	–	–	0.04%	137
2021 Q1	$58K	Hold	1,443	–	–	0.04%	122
2020 Q4	$48K	Buy	+1,443	New	+$42.8K	0.04%	120

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GoalVest Advisory's USO Position: Q2 2025 in Review

GoalVest Advisory sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 1,443 shares — an estimated $112K sold.

GoalVest Advisory first reported a position in USO in Q4 2020 and held it in 16 quarters. The position peaked at $117K in Q3 2023. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

GoalVest Advisory reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 1,443 United States Oil Fund shares in Q2 2025, an estimated $112K.
GoalVest Advisory first reported a position in United States Oil Fund in Q4 2020 and held it in 16 quarters.
GoalVest Advisory's United States Oil Fund position peaked at $117K in Q3 2023.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.