Mason & Associates (California)’s United States Oil Fund USO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,120
Closed -$403K 118
2024
Q1
$403K Hold
5,120
0.11% 72
2023
Q4
$341K Buy
+5,120
New +$371K 0.1% 63

Other funds holding USO

Mason & Associates (California)'s USO Position: Q2 2024 in Review

Mason & Associates (California) sold out of United States Oil Fund (USO) in Q2 2024, closing a stake of 5,120 shares — an estimated $403K sold.

Mason & Associates (California) first reported a position in USO in Q4 2023 and held it in 2 quarters. The position peaked at $403K in Q1 2024. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

  • Mason & Associates (California) reported no remaining United States Oil Fund position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 5,120 United States Oil Fund shares in Q2 2024, an estimated $403K.
  • Mason & Associates (California) first reported a position in United States Oil Fund in Q4 2023 and held it in 2 quarters.
  • Mason & Associates (California)'s United States Oil Fund position peaked at $403K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on Mason & Associates (California)'s 13F filing for Q2 2024, filed 19 Jul 2024.