Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s United States Oil Fund USO Stock Holding History

Kovitz Investment Group Partners’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,683
Closed -$958K – 1303
2024
Q4 		$958K Sell
12,683
-28,128
-69% -$2.13M ﹤0.01% 727
2024
Q3 		$2.83M Buy
+40,811
New +$2.83M 0.02% 436