Lido Advisors
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Lido Advisors’s United States Oil Fund USO Stock Holding History

Lido 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
2026
Q2 		$1.21M Sell
11,359
-642
-5% -$84.1K ﹤0.01% 1010
2026
Q1 		$1.53M Sell
12,001
-17,407
-59% -$1.54M ﹤0.01% 793
2025
Q4 		$2.13M Sell
29,408
-500
-2% -$35.3K 0.01% 701
2025
Q3 		$2.21M Sell
29,908
-2,100
-7% -$158K 0.01% 661
2025
Q2 		$2.34M Buy
32,008
+937
+3% +$65.4K 0.01% 546
2025
Q1 		$2.4M Sell
31,071
-3,003
-9% -$229K 0.01% 499
2024
Q4 		$2.57M Buy
+34,074
New +$2.49M 0.01% 464
2023
Q1 		– Sell
-3,974
Closed -$279K – 1255
2022
Q4 		$279K Hold
3,974
– – ﹤0.01% 809
2022
Q3 		$259K Sell
3,974
-3,125
-44% -$229K ﹤0.01% 814
2022
Q2 		$570K Sell
7,099
-3,754
-35% -$304K 0.01% 498
2022
Q1 		$804K Sell
10,853
-48
-0.4% -$3.23K 0.01% 451
2021
Q4 		$592K Sell
10,901
-686
-6% -$37.3K 0.01% 559
2021
Q3 		$609K Sell
11,587
-11,750
-50% -$575K 0.01% 524
2021
Q2 		$1.16M Sell
23,337
-115
-0.5% -$5.19K 0.02% 347
2021
Q1 		$951K Buy
23,452
+4,010
+21% +$157K 0.02% 348
2020
Q4 		$641K Buy
19,442
+327
+2% +$9.7K 0.01% 421
2020
Q3 		$541K Buy
19,115
+1,512
+9% +$44.2K 0.01% 362
2020
Q2 		$494K Buy
+17,603
New +$482K 0.01% 352

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

Lido Advisors's USO Position: Q2 2026 in Review

Lido Advisors reduced its United States Oil Fund (USO) stake by 5.3% in Q2 2026, selling an estimated $84.1K and leaving 11,359 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Lido Advisors first reported a position in USO in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2024. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Lido Advisors held 11,359 shares of United States Oil Fund worth $1.21M as of Q2 2026.
  • Lido Advisors sold 642 United States Oil Fund shares in Q2 2026, an estimated $84.1K.
  • United States Oil Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1010 holding.
  • Lido Advisors first reported a position in United States Oil Fund in Q2 2020 and has held it in 18 quarters since.
  • Lido Advisors's United States Oil Fund position peaked at $2.57M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.