Institutional & Family Asset Management’s United States Oil Fund USO Stock Holding History

Institutional & Family Asset 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
2024 Q2	$3.11M	Hold	39,113	–	–	0.48%	71
2024 Q1	$3.08M	Buy	39,113 +23,473	+150%	+$1.69M	0.49%	67
2023 Q4	$1.04M	Buy	+15,640	New	+$1.13M	0.17%	92
2023 Q2	–	Sell	-30,799	Closed	-$2.05M	–	795
2023 Q1	$2.05M	Buy	30,799 +781	+3%	+$52.1K	0.34%	72
2022 Q4	$2.1M	Buy	+30,018	New	+$2.1M	0.35%	70
2021 Q4	–	Sell	-310	Closed	-$16K	–	942
2021 Q3	$16K	Sell	310 -865	-74%	-$42.3K	﹤0.01%	482
2021 Q2	$59K	Buy	+1,175	New	+$53K	0.01%	310

Other funds holding USO

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FTUS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Institutional & Family Asset Management's USO Position: Q2 2024 in Review

Institutional & Family Asset Management held its United States Oil Fund (USO) position steady in Q2 2024 at 39,113 shares worth $3.11M. The position accounts for 0.48% of the portfolio, ranked #71.

Institutional & Family Asset Management first reported a position in USO in Q2 2021 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

Institutional & Family Asset Management held 39,113 shares of United States Oil Fund worth $3.11M as of Q2 2024.
Institutional & Family Asset Management left its United States Oil Fund share count unchanged in Q2 2024.
United States Oil Fund made up 0.48% of Institutional & Family Asset Management's portfolio in Q2 2024, its #71 holding.
Institutional & Family Asset Management first reported a position in United States Oil Fund in Q2 2021 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.