LWA
USO icon

Lenox Wealth Advisors’s United States Oil Fund USO Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$2K Buy
+23
New +$1.55K ﹤0.01% 670
2015
Q2 		– Sell
-62
Closed -$8K – 327
2015
Q1 		$8K Buy
+62
New +$8.92K ﹤0.01% 182

Other funds holding USO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Lenox Wealth Advisors's USO Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in United States Oil Fund (USO) in Q1 2022: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in USO as recently as Q1 2015.

Lenox Wealth Advisors first reported a position in USO in Q1 2015 and has held it in 2 quarters since. The position peaked at $8K in Q1 2015. 203 funds tracked by Wall St. Rank hold USO as of Q1 2022.

  • Lenox Wealth Advisors held 23 shares of United States Oil Fund worth $2K as of Q1 2022.
  • United States Oil Fund was a new Lenox Wealth Advisors position in Q1 2022.
  • United States Oil Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #670 holding.
  • Lenox Wealth Advisors first reported a position in United States Oil Fund in Q1 2015 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's United States Oil Fund position peaked at $8K in Q1 2015.
  • 203 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.