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Legacy Wealth Management (Idaho)’s United States Oil Fund USO Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-5
Closed -$387 – 868
2025
Q1 		$387 Hold
5
– – ﹤0.01% 724
2024
Q4 		$380 Hold
5
– – ﹤0.01% 684
2024
Q3 		$354 Buy
+5
New +$375 ﹤0.01% 633

Other funds holding USO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s USO Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 5 shares — an estimated $387 sold.

Legacy Wealth Management (Idaho) first reported a position in USO in Q3 2024 and held it in 3 quarters. The position peaked at $387 in Q1 2025. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 United States Oil Fund shares in Q2 2025, an estimated $387.
  • Legacy Wealth Management (Idaho) first reported a position in United States Oil Fund in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s United States Oil Fund position peaked at $387 in Q1 2025.
  • 148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.