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Kestra Advisory Services’s United States Oil Fund USO Stock Holding History

Kestra Advisory Services’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 		$3.61M Buy
33,950
+1,746
+5% +$229K 0.01% 1013
2026
Q1 		$4.1M Buy
32,204
+1,071
+3% +$94.9K 0.02% 902
2025
Q4 		$2.15M Buy
31,133
+9,230
+42% +$651K 0.01% 1164
2025
Q3 		$1.62M Sell
21,903
-246
-1% -$18.5K 0.01% 1280
2025
Q2 		$1.62M Buy
22,149
+215
+1% +$15K 0.01% 1193
2025
Q1 		$1.7M Sell
21,934
-1,031
-4% -$78.7K 0.01% 1067
2024
Q4 		$1.74M Sell
22,965
-6,699
-23% -$490K 0.01% 1078
2024
Q3 		$2.07M Sell
29,664
-3,487
-11% -$262K 0.01% 935
2024
Q2 		$2.64M Buy
33,151
+1,665
+5% +$129K 0.01% 830
2024
Q1 		$2.48M Sell
31,486
-2,143
-6% -$155K 0.02% 782
2023
Q4 		$2.24M Buy
33,629
+2,002
+6% +$145K 0.02% 745
2023
Q3 		$2.56M Sell
31,627
-4,658
-13% -$343K 0.03% 607
2023
Q2 		$2.31M Sell
36,285
-3,098
-8% -$202K 0.02% 625
2023
Q1 		$2.62M Sell
39,383
-209,900
-84% -$14M 0.03% 550
2022
Q4 		$17.5M Buy
249,283
+205,264
+466% +$14.4M 0.16% 153
2022
Q3 		$2.87M Buy
44,019
+6,026
+16% +$441K 0.03% 535
2022
Q2 		$3.05M Buy
37,993
+2,321
+7% +$188K 0.03% 515
2022
Q1 		$2.64M Buy
35,672
+331
+0.9% +$22.3K 0.03% 580
2021
Q4 		$1.92M Buy
35,341
+2,426
+7% +$132K 0.02% 700
2021
Q3 		$1.73M Sell
32,915
-9,662
-23% -$473K 0.02% 775
2021
Q2 		$2.12M Buy
+42,577
New +$1.92M 0.02% 629

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

Kestra Advisory Services's USO Position: Q2 2026 in Review

Kestra Advisory Services increased its United States Oil Fund (USO) stake by 5.4% in Q2 2026, buying an estimated $229K and bringing the position to 33,950 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #1013.

Kestra Advisory Services first reported a position in USO in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.5M in Q4 2022. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Kestra Advisory Services held 33,950 shares of United States Oil Fund worth $3.61M as of Q2 2026.
  • Kestra Advisory Services bought 1,746 United States Oil Fund shares in Q2 2026, an estimated $229K.
  • United States Oil Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1013 holding.
  • Kestra Advisory Services first reported a position in United States Oil Fund in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's United States Oil Fund position peaked at $17.5M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.