HB Wealth Management
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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
Q3 		$610K Sell
4,189
-5
-0.1% -$660 ﹤0.01% 1114
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CenterStar Asset Management
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HB Wealth Management's USO Position: Q3 2026 in Review

HB Wealth Management reduced its United States Oil Fund (USO) stake by 0.12% in Q3 2026, selling an estimated $660 and leaving 4,189 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

HB Wealth Management first reported a position in USO in Q4 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • HB Wealth Management held 4,189 shares of United States Oil Fund worth $610K as of Q3 2026.
  • HB Wealth Management sold 5 United States Oil Fund shares in Q3 2026, an estimated $660.
  • United States Oil Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1114 holding.
  • HB Wealth Management first reported a position in United States Oil Fund in Q4 2024 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.