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

Jefferies 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
2026 Q2	–	Sell	-22,500	Closed	-$2.86M	–	2066
2026 Q1	$2.86M	Buy	+22,500	New	+$1.99M	0.02%	492
2025 Q3	–	Sell	-17,500	Closed	-$1.28M	–	1697
2025 Q2	$1.28M	Buy	+17,500	New	+$1.22M	0.01%	651
2024 Q2	–	Sell	-40,000	Closed	-$3.15M	–	1887
2024 Q1	$3.15M	Buy	40,000 +6,900	+21%	+$498K	0.03%	434
2023 Q4	$2.21M	Sell	33,100 -52,500	-61%	-$3.81M	0.01%	678
2023 Q3	$6.92M	Buy	85,600 +55,600	+185%	+$4.1M	0.06%	256
2023 Q2	$1.91M	Sell	30,000 -70,000	-70%	-$4.56M	0.02%	671
2023 Q1	$6.64M	Sell	100,000 -535,800	-84%	-$35.7M	0.05%	293
2022 Q4	$44.6M	Buy	+635,800	New	+$44.5M	0.31%	49

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Jefferies Financial Group's USO Position: Q3 2025 in Review

Jefferies Financial Group sold out of United States Oil Fund (USO) in Q3 2025, closing a stake of 2,094 shares — an estimated $153K sold.

Jefferies Financial Group first reported a position in USO in Q4 2022 and held it in 9 quarters. The position peaked at $47M in Q4 2022. 144 funds tracked by Wall St. Rank hold USO as of Q3 2025.

Jefferies Financial Group reported no remaining United States Oil Fund position as of Q3 2025 after selling out during the quarter.
Jefferies Financial Group sold 2,094 United States Oil Fund shares in Q3 2025, an estimated $153K.
Jefferies Financial Group first reported a position in United States Oil Fund in Q4 2022 and held it in 9 quarters.
Jefferies Financial Group's United States Oil Fund position peaked at $47M in Q4 2022.
144 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.