Menard Financial Group’s United States Oil Fund USO Stock Holding History

Menard Financial Group’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
2025 Q1	–	Sell	-1,726	Closed	-$130K	–	293
2024 Q4	$130K	Buy	+1,726	New	+$126K	0.08%	126
2023 Q3	–	Sell	-5,168	Closed	-$328K	–	86
2023 Q2	$328K	Hold	5,168	–	–	0.68%	32
2023 Q1	$343K	Hold	5,168	–	–	0.79%	35
2022 Q4	$362K	Hold	5,168	–	–	0.86%	31
2022 Q3	$337K	Hold	5,168	–	–	0.61%	51
2022 Q2	$415K	Hold	5,168	–	–	0.68%	42
2022 Q1	$383K	Hold	5,168	–	–	0.38%	86
2021 Q4	$281K	Hold	5,168	–	–	0.23%	116
2021 Q3	$272K	Hold	5,168	–	–	0.24%	125
2021 Q2	$258K	Sell	5,168 -813	-14%	-$36.7K	0.24%	125
2021 Q1	$242K	Sell	5,981 -580	-9%	-$22.7K	0.26%	122
2020 Q4	$217K	Buy	+6,561	New	+$195K	0.23%	130

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

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

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Menard Financial Group's USO Position: Q1 2025 in Review

Menard Financial Group sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 1,726 shares — an estimated $130K sold.

Menard Financial Group first reported a position in USO in Q4 2020 and held it in 12 quarters. The position peaked at $415K in Q2 2022. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

Menard Financial Group reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 1,726 United States Oil Fund shares in Q1 2025, an estimated $130K.
Menard Financial Group first reported a position in United States Oil Fund in Q4 2020 and held it in 12 quarters.
Menard Financial Group's United States Oil Fund position peaked at $415K in Q2 2022.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.