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

Icon 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
2026 Q3	$1.02M	Hold	7,000	–	–	0.06%	176
2026 Q2	$745K	Buy	+7,000	New	+$917K	0.04%	227

Other funds holding USO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Harvest Fund Management Beijing, China $3.24B AUM 68.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

E Fund Management Guangzhou, China $4.53B AUM

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Icon Wealth Advisors's USO Position: Q3 2026 in Review

Icon Wealth Advisors held its United States Oil Fund (USO) position steady in Q3 2026 at 7,000 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #176.

Icon Wealth Advisors first reported a position in USO in Q2 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold USO as of Q3 2026.

Icon Wealth Advisors held 7,000 shares of United States Oil Fund worth $1.02M as of Q3 2026.
Icon Wealth Advisors left its United States Oil Fund share count unchanged in Q3 2026.
United States Oil Fund made up 0.06% of Icon Wealth Advisors's portfolio in Q3 2026, its #176 holding.
Icon Wealth Advisors first reported a position in United States Oil Fund in Q2 2026 and has held it in 2 quarters since.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.