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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,683	Closed	-$958K	–	1318
2024 Q4	$958K	Sell	12,683 -28,128	-69%	-$2.06M	﹤0.01%	729
2024 Q3	$2.83M	Buy	+40,811	New	+$3.06M	0.02%	438

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kovitz Investment Group Partners's USO Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 12,683 shares — an estimated $958K sold.

Kovitz Investment Group Partners first reported a position in USO in Q3 2024 and held it in 2 quarters. The position peaked at $2.83M in Q3 2024. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

Kovitz Investment Group Partners reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,683 United States Oil Fund shares in Q1 2025, an estimated $958K.
Kovitz Investment Group Partners first reported a position in United States Oil Fund in Q3 2024 and held it in 2 quarters.
Kovitz Investment Group Partners's United States Oil Fund position peaked at $2.83M in Q3 2024.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.