Meridian Wealth Management’s United States Oil Fund USO Stock Holding History

Meridian Wealth Management’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 Q3	–	Sell	-19,208	Closed	-$1.4M	–	730
2025 Q2	$1.4M	Hold	19,208	–	–	0.06%	251
2025 Q1	$1.49M	Sell	19,208 -1,515	-7%	-$116K	0.07%	214
2024 Q4	$1.57M	Hold	20,723	–	–	0.07%	217
2024 Q3	$1.45M	Sell	20,723 -3,057	-13%	-$229K	0.07%	219
2024 Q2	$1.89M	Buy	+23,780	New	+$1.85M	0.23%	82
2024 Q1	–	Sell	-23,187	Closed	-$1.55M	–	533
2023 Q4	$1.55M	Buy	+23,187	New	+$1.68M	0.1%	196
2023 Q3	–	Sell	-33,981	Closed	-$2.16M	–	559
2023 Q2	$2.16M	Buy	33,981 +21,867	+181%	+$1.43M	0.18%	116
2023 Q1	$805K	Buy	12,114 +763	+7%	+$50.9K	0.07%	240
2022 Q4	$796K	Buy	+11,351	New	+$794K	0.08%	229

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

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

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

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

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

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

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

Meridian Wealth Management's USO Position: Q3 2025 in Review

Meridian Wealth Management sold out of United States Oil Fund (USO) in Q3 2025, closing a stake of 19,208 shares — an estimated $1.4M sold.

Meridian Wealth Management first reported a position in USO in Q4 2022 and held it in 9 quarters. The position peaked at $2.16M in Q2 2023. 144 funds tracked by Wall St. Rank hold USO as of Q3 2025.

Meridian Wealth Management reported no remaining United States Oil Fund position as of Q3 2025 after selling out during the quarter.
Meridian Wealth Management sold 19,208 United States Oil Fund shares in Q3 2025, an estimated $1.4M.
Meridian Wealth Management first reported a position in United States Oil Fund in Q4 2022 and held it in 9 quarters.
Meridian Wealth Management's United States Oil Fund position peaked at $2.16M in Q2 2023.
144 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.