MBM Wealth Consultants’s United States Oil Fund USO Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-50	Closed	-$3K	–	263
2023 Q1	$3K	Hold	50	–	–	﹤0.01%	246
2022 Q4	$3K	Hold	50	–	–	﹤0.01%	298
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	247
2022 Q2	$4K	Sell	50 -45	-47%	-$3.65K	﹤0.01%	245
2022 Q1	$7K	Buy	95 +2	+2%	+$135	﹤0.01%	251
2021 Q4	$5K	Sell	93 -215	-70%	-$11.7K	﹤0.01%	254
2021 Q3	$16K	Buy	+308	New	+$15.1K	0.01%	215

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CRAM

Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

MBM Wealth Consultants's USO Position: Q2 2023 in Review

MBM Wealth Consultants sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 50 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in USO in Q3 2021 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

MBM Wealth Consultants reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 50 United States Oil Fund shares in Q2 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in United States Oil Fund in Q3 2021 and held it in 7 quarters.
MBM Wealth Consultants's United States Oil Fund position peaked at $16K in Q3 2021.
166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.