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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
2025
Q3 		– Sell
-5,000
Closed -$366K – 377
2025
Q2 		$366K Hold
5,000
– – 0.05% 251
2025
Q1 		$387K Buy
+5,000
New +$382K 0.06% 190
2024
Q4 		– Sell
-7,500
Closed -$524K – 296
2024
Q3 		$524K Buy
+7,500
New +$563K 0.08% 166

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
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.