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Independent Financial Group’s United States Oil Fund USO Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-16,624
Closed -$1.23M – 816
2022
Q1 		$1.23M Buy
+16,624
New +$1.12M 0.1% 201
2020
Q2 		– Sell
-1,930
Closed -$65K – 507
2020
Q1 		$65K Buy
+1,930
New +$149K 0.02% 400

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Independent Financial Group's USO Position: Q2 2022 in Review

Independent Financial Group sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 16,624 shares — an estimated $1.23M sold.

Independent Financial Group first reported a position in USO in Q1 2020 and held it in 2 quarters. The position peaked at $1.23M in Q1 2022. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • Independent Financial Group reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 16,624 United States Oil Fund shares in Q2 2022, an estimated $1.23M.
  • Independent Financial Group first reported a position in United States Oil Fund in Q1 2020 and held it in 2 quarters.
  • Independent Financial Group's United States Oil Fund position peaked at $1.23M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.