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Kaizen Financial Strategies’s United States Oil Fund USO Stock Holding History

Kaizen Financial Strategies’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
-6,372
Closed -$441K – 190
2025
Q4 		$441K Sell
6,372
-566
-8% -$39.9K 0.19% 90
2025
Q3 		$492K Sell
6,938
-710
-9% -$53.3K 0.22% 81
2025
Q2 		$559K Sell
7,648
-9,024
-54% -$630K 0.28% 69
2025
Q1 		$1.29M Sell
16,672
-3,379
-17% -$258K 0.74% 28
2024
Q4 		$1.51M Buy
+20,051
New +$1.47M 0.86% 24

Other funds holding USO

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kaizen Financial Strategies's USO Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of United States Oil Fund (USO) in Q1 2026, closing a stake of 6,372 shares — an estimated $441K sold.

Kaizen Financial Strategies first reported a position in USO in Q4 2024 and held it in 5 quarters. The position peaked at $1.51M in Q4 2024. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining United States Oil Fund position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 6,372 United States Oil Fund shares in Q1 2026, an estimated $441K.
  • Kaizen Financial Strategies first reported a position in United States Oil Fund in Q4 2024 and held it in 5 quarters.
  • Kaizen Financial Strategies's United States Oil Fund position peaked at $1.51M in Q4 2024.
  • 190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.