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

National Wealth Management 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
2026
Q2 		$269K Buy
+2,524
New +$331K 0.08% 186
2025
Q2 		– Sell
-2,987
Closed -$231K – 179
2025
Q1 		$231K Sell
2,987
-2,615
-47% -$200K 0.15% 133
2024
Q4 		$423K Sell
5,602
-1,681
-23% -$123K 0.28% 84
2024
Q3 		$509K Sell
7,283
-4,376
-38% -$328K 0.34% 73
2024
Q2 		$928K Sell
11,659
-3,892
-25% -$302K 0.71% 39
2024
Q1 		$1.22M Sell
15,551
-1,236
-7% -$89.2K 0.95% 27
2023
Q4 		$1.12M Sell
16,787
-542
-3% -$39.3K 1.08% 29
2023
Q3 		$1.4M Sell
17,329
-230
-1% -$17K 1.52% 18
2023
Q2 		$1.3M Sell
17,559
-6,380
-27% -$416K 1.35% 20
2023
Q1 		$1.49M Sell
23,939
-11,610
-33% -$774K 1.7% 14
2022
Q4 		$2.49M Sell
35,549
-2,325
-6% -$163K 2.99% 5
2022
Q3 		$2.47M Sell
37,874
-8,398
-18% -$615K 3.21% 5
2022
Q2 		$3.72M Buy
46,272
+5,829
+14% +$473K 4.69% 3
2022
Q1 		$3M Buy
40,443
+26,612
+192% +$1.79M 2.89% 6
2021
Q4 		$752K Buy
+13,831
New +$752K 0.7% 44

Other funds holding USO

RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

National Wealth Management Group's USO Position: Q2 2026 in Review

National Wealth Management Group opened a new position in United States Oil Fund (USO) in Q2 2026: 2,524 shares worth $269K. The stake represents 0.08% of the portfolio and ranks #186 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in USO as recently as Q1 2025.

National Wealth Management Group first reported a position in USO in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.72M in Q2 2022. 25 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • National Wealth Management Group held 2,524 shares of United States Oil Fund worth $269K as of Q2 2026.
  • United States Oil Fund was a new National Wealth Management Group position in Q2 2026.
  • United States Oil Fund made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #186 holding.
  • National Wealth Management Group first reported a position in United States Oil Fund in Q4 2021 and has held it in 15 quarters since.
  • National Wealth Management Group's United States Oil Fund position peaked at $3.72M in Q2 2022.
  • 25 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.