Householder Group Estate & Retirement Specialist’s United States Oil Fund USO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-108	Closed	-$8.77K	–	1334
2023 Q3	$8.77K	Buy	+108	New	+$7.96K	﹤0.01%	818
2023 Q1	$7K	Buy	+109	New	+$7.27K	﹤0.01%	895
2022 Q4	–	Sell	-108	Closed	-$7K	–	1093
2022 Q3	$7K	Buy	+108	New	+$7.9K	﹤0.01%	823

Other funds holding USO

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USO Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of United States Oil Fund (USO) in Q4 2023, closing a stake of 108 shares — an estimated $8.77K sold.

Householder Group Estate & Retirement Specialist first reported a position in USO in Q3 2022 and held it in 3 quarters. The position peaked at $8.77K in Q3 2023. 188 funds tracked by Wall St. Rank hold USO as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining United States Oil Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 108 United States Oil Fund shares in Q4 2023, an estimated $8.77K.
Householder Group Estate & Retirement Specialist first reported a position in United States Oil Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's United States Oil Fund position peaked at $8.77K in Q3 2023.
188 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.