Investmark Advisory Group’s United States Oil Fund USO Stock Holding History

Investmark Advisory 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
2026 Q1	–	Sell	-5,927	Closed	-$410K	–	147
2025 Q4	$410K	Hold	5,927	–	–	0.17%	85
2025 Q3	$437K	Hold	5,927	–	–	0.19%	86
2025 Q2	$433K	Hold	5,927	–	–	0.2%	80
2025 Q1	$458K	Hold	5,927	–	–	0.23%	71
2024 Q4	$448K	Hold	5,927	–	–	0.22%	74
2024 Q3	$414K	Hold	5,927	–	–	0.2%	80
2024 Q2	$472K	Hold	5,927	–	–	0.25%	69
2024 Q1	$467K	Hold	5,927	–	–	0.26%	73
2023 Q4	$395K	Hold	5,927	–	–	0.23%	77
2023 Q3	$479K	Hold	5,927	–	–	0.32%	60
2023 Q2	$377K	Hold	5,927	–	–	0.25%	70
2023 Q1	$394K	Hold	5,927	–	–	0.29%	61
2022 Q4	$416K	Hold	5,927	–	–	0.31%	63
2022 Q3	$386K	Hold	5,927	–	–	0.35%	51
2022 Q2	$476K	Sell	5,927 -65	-1%	-$5.27K	0.47%	41
2022 Q1	$444K	Hold	5,992	–	–	0.46%	41
2021 Q4	$325K	Buy	+5,992	New	+$326K	0.3%	57

Other funds holding USO

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Investmark Advisory Group's USO Position: Q1 2026 in Review

Investmark Advisory Group sold out of United States Oil Fund (USO) in Q1 2026, closing a stake of 5,927 shares — an estimated $410K sold.

Investmark Advisory Group first reported a position in USO in Q4 2021 and held it in 17 quarters. The position peaked at $479K in Q3 2023. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

Investmark Advisory Group reported no remaining United States Oil Fund position as of Q1 2026 after selling out during the quarter.
Investmark Advisory Group sold 5,927 United States Oil Fund shares in Q1 2026, an estimated $410K.
Investmark Advisory Group first reported a position in United States Oil Fund in Q4 2021 and held it in 17 quarters.
Investmark Advisory Group's United States Oil Fund position peaked at $479K in Q3 2023.
190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.