MCC
USO icon

Money Concepts Capital’s United States Oil Fund USO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-841
Closed -$59K – 2772
2022
Q4 		$59K Buy
841
+766
+1,021% +$53.6K ﹤0.01% 1183
2022
Q3 		$5K Hold
75
– – ﹤0.01% 1234
2022
Q2 		$6K Sell
75
-292
-80% -$23.7K ﹤0.01% 1148
2022
Q1 		$27K Buy
+367
New +$24.7K ﹤0.01% 1483

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Money Concepts Capital's USO Position: Q1 2023 in Review

Money Concepts Capital sold out of United States Oil Fund (USO) in Q1 2023, closing a stake of 841 shares — an estimated $59K sold.

Money Concepts Capital first reported a position in USO in Q1 2022 and held it in 4 quarters. The position peaked at $59K in Q4 2022. 183 funds tracked by Wall St. Rank hold USO as of Q1 2023.

  • Money Concepts Capital reported no remaining United States Oil Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 841 United States Oil Fund shares in Q1 2023, an estimated $59K.
  • Money Concepts Capital first reported a position in United States Oil Fund in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's United States Oil Fund position peaked at $59K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.