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HHM Wealth Advisors’s United States Oil Fund USO Stock Holding History

HHM Wealth Advisors’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
2024
Q1 		– Sell
-6
Closed -$400 – 781
2023
Q4 		$400 Hold
6
– – ﹤0.01% 717
2023
Q3 		$486 Hold
6
– – ﹤0.01% 754
2023
Q2 		$382 Hold
6
– – ﹤0.01% 784
2023
Q1 		$399 Hold
6
– – ﹤0.01% 798
2022
Q4 		$421 Hold
6
– – ﹤0.01% 673
2022
Q3 		$0 Hold
6
– – ﹤0.01% 812
2022
Q2 		$0 Hold
6
– – ﹤0.01% 847
2022
Q1 		$0 Hold
6
– – ﹤0.01% 753
2021
Q4 		$0 Hold
6
– – ﹤0.01% 704
2021
Q3 		$0 Hold
6
– – ﹤0.01% 663
2021
Q2 		$0 Hold
6
– – ﹤0.01% 653
2021
Q1 		$0 Hold
6
– – ﹤0.01% 610
2020
Q4 		$0 Hold
6
– – ﹤0.01% 569
2020
Q3 		$0 Hold
6
– – ﹤0.01% 539
2020
Q2 		$0 Buy
+6
New +$164 ﹤0.01% 529

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HHM Wealth Advisors's USO Position: Q1 2024 in Review

HHM Wealth Advisors sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 6 shares — an estimated $400 sold.

HHM Wealth Advisors first reported a position in USO in Q2 2020 and held it in 15 quarters. The position peaked at $486 in Q3 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • HHM Wealth Advisors reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 6 United States Oil Fund shares in Q1 2024, an estimated $400.
  • HHM Wealth Advisors first reported a position in United States Oil Fund in Q2 2020 and held it in 15 quarters.
  • HHM Wealth Advisors's United States Oil Fund position peaked at $486 in Q3 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.