Mount Yale Investment Advisors’s United States Oil Fund USO Stock Holding History

Mount Yale Investment Advisors’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
2026 Q2	$265K	Buy	+2,488	New	+$326K	﹤0.01%	1034

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Mount Yale Investment Advisors's USO Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in United States Oil Fund (USO) in Q2 2026: 2,488 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Mount Yale Investment Advisors held 2,488 shares of United States Oil Fund worth $265K as of Q2 2026.
United States Oil Fund was a new Mount Yale Investment Advisors position in Q2 2026.
United States Oil Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1034 holding.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.