Keebeck Wealth Management’s United States Oil Fund USO Stock Holding History

Keebeck Wealth 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
2026 Q2	$266K	Hold	2,500	–	–	0.03%	402
2026 Q1	$318K	Buy	+2,500	New	+$222K	0.04%	311
2025 Q4	–	Sell	-5,000	Closed	-$369K	–	388
2025 Q3	$369K	Buy	+5,000	New	+$375K	0.04%	266
2025 Q1	–	Sell	-7,500	Closed	-$572K	–	296
2024 Q4	$567K	Buy	+7,500	New	+$548K	0.08%	161
2024 Q2	–	Sell	-10,000	Closed	-$787K	–	283
2024 Q1	$787K	Buy	10,000 +5,000	+100%	+$361K	0.12%	150
2023 Q4	$333K	Buy	+5,000	New	+$363K	0.06%	209

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

Keebeck Wealth Management's USO Position: Q2 2026 in Review

Keebeck Wealth Management held its United States Oil Fund (USO) position steady in Q2 2026 at 2,500 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #402.

Keebeck Wealth Management first reported a position in USO in Q4 2023 and has held it in 6 quarters since. The position peaked at $787K in Q1 2024. 173 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Keebeck Wealth Management held 2,500 shares of United States Oil Fund worth $266K as of Q2 2026.
Keebeck Wealth Management left its United States Oil Fund share count unchanged in Q2 2026.
United States Oil Fund made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #402 holding.
Keebeck Wealth Management first reported a position in United States Oil Fund in Q4 2023 and has held it in 6 quarters since.
Keebeck Wealth Management's United States Oil Fund position peaked at $787K in Q1 2024.
173 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.