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
Q3 		$1.65M Hold
11,359
– – ﹤0.01% 871
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lido Advisors's USO Position: Q3 2026 in Review

Lido Advisors held its United States Oil Fund (USO) position steady in Q3 2026 at 11,359 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Lido Advisors first reported a position in USO in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2024. 119 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Lido Advisors held 11,359 shares of United States Oil Fund worth $1.65M as of Q3 2026.
  • Lido Advisors left its United States Oil Fund share count unchanged in Q3 2026.
  • United States Oil Fund made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #871 holding.
  • Lido Advisors first reported a position in United States Oil Fund in Q2 2020 and has held it in 19 quarters since.
  • Lido Advisors's United States Oil Fund position peaked at $2.57M in Q4 2024.
  • 119 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.