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

Intercontinental 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
2023
Q2 		$259K Hold
4,077
– – 0.06% 278
2023
Q1 		$271K Buy
+4,077
New +$272K 0.07% 270

Other funds holding USO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Intercontinental Wealth Advisors's USO Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its United States Oil Fund (USO) position steady in Q2 2023 at 4,077 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #278.

Intercontinental Wealth Advisors first reported a position in USO in Q1 2023 and has held it in 2 quarters since. The position peaked at $271K in Q1 2023. 165 funds tracked by Wall St. Rank hold USO as of Q2 2023.

  • Intercontinental Wealth Advisors held 4,077 shares of United States Oil Fund worth $259K as of Q2 2023.
  • Intercontinental Wealth Advisors left its United States Oil Fund share count unchanged in Q2 2023.
  • United States Oil Fund made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #278 holding.
  • Intercontinental Wealth Advisors first reported a position in United States Oil Fund in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's United States Oil Fund position peaked at $271K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.