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 Q1	–	Sell	-26,200	Closed	-$1.81M	–	2139
2025 Q4	$1.81M	Sell	26,200 -500	-2%	-$35.3K	0.01%	753
2025 Q3	$1.97M	Sell	26,700 -2,100	-7%	-$158K	0.01%	691
2025 Q2	$2.11M	Buy	28,800 +1,200	+4%	+$83.8K	0.01%	576
2025 Q1	$2.13M	Sell	27,600 -5,800	-17%	-$443K	0.01%	530
2024 Q4	$2.52M	Buy	+33,400	New	+$2.44M	0.01%	471
2021 Q3	–	Sell	-17,500	Closed	-$872K	–	1025
2021 Q2	$872K	Sell	17,500 -900	-5%	-$40.6K	0.01%	415
2021 Q1	$745K	Sell	18,400 -26,900	-59%	-$1.05M	0.01%	403
2020 Q4	$1.5M	Hold	45,300	–	–	0.03%	249
2020 Q3	$1.28M	Sell	45,300 -4,300	-9%	-$126K	0.03%	220
2020 Q2	$1.39M	Buy	49,600 +46,762	+1,648%	+$1.28M	0.04%	198
2020 Q1	$95K	Hold	2,838	–	–	﹤0.01%	557
2019 Q4	$290K	Hold	2,838	–	–	0.01%	512
2019 Q3	$2.12M	Sell	2,838 -31,250	-92%	-$2.93M	0.11%	118
2019 Q2	$3.28M	Buy	34,088 +31,250	+1,101%	+$3.12M	0.19%	81
2019 Q1	$2.27M	Buy	+2,838	New	+$261K	0.15%	94

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

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

Lido Advisors's USO Position: Q1 2026 in Review

Lido Advisors reduced its United States Oil Fund (USO) stake by 59% in Q1 2026, selling an estimated $1.54M and leaving 12,001 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Lido Advisors first reported a position in USO in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2024. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

Lido Advisors held 12,001 shares of United States Oil Fund worth $1.53M as of Q1 2026.
Lido Advisors sold 17,407 United States Oil Fund shares in Q1 2026, an estimated $1.54M.
United States Oil Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #793 holding.
Lido Advisors first reported a position in United States Oil Fund in Q2 2020 and has held it in 17 quarters since.
Lido Advisors's United States Oil Fund position peaked at $2.57M in Q4 2024.
190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.