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

HB 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 Q2	$446K	Sell	4,194 -124	-3%	-$16.2K	﹤0.01%	1167
2026 Q1	$549K	Buy	4,318 +168	+4%	+$14.9K	﹤0.01%	929
2025 Q4	$287K	Buy	4,150 +216	+5%	+$15.2K	﹤0.01%	1157
2025 Q3	$290K	Buy	3,934 +37	+0.9%	+$2.78K	﹤0.01%	1093
2025 Q2	$285K	Sell	3,897 -37	-0.9%	-$2.58K	﹤0.01%	960
2025 Q1	$304K	Hold	3,934	–	–	﹤0.01%	958
2024 Q4	$297K	Buy	+3,934	New	+$288K	﹤0.01%	818

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

CBU

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 $62.3B AUM 44.64% 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

HB Wealth Management's USO Position: Q2 2026 in Review

HB Wealth Management reduced its United States Oil Fund (USO) stake by 2.9% in Q2 2026, selling an estimated $16.2K and leaving 4,194 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

HB Wealth Management first reported a position in USO in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

HB Wealth Management held 4,194 shares of United States Oil Fund worth $446K as of Q2 2026.
HB Wealth Management sold 124 United States Oil Fund shares in Q2 2026, an estimated $16.2K.
United States Oil Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1167 holding.
HB Wealth Management first reported a position in United States Oil Fund in Q4 2024 and has held it in 7 quarters since.
HB Wealth Management's United States Oil Fund position peaked at $549K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.