Opal Wealth Advisors
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Opal Wealth Advisors’s United States Oil Fund USO Stock Holding History

Opal Wealth 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 		– Sell
-2,508
Closed -$319K – 561
2026
Q1 		$319K Buy
+2,508
New +$222K 0.07% 140
2025
Q3 		– Sell
-2,508
Closed -$183K – 524
2025
Q2 		$183K Hold
2,508
– – 0.05% 205
2025
Q1 		$194K Buy
+2,508
New +$191K 0.06% 184
2024
Q3 		– Sell
-2,508
Closed -$200K – 1115
2024
Q2 		$200K Hold
2,508
– – 0.06% 180
2024
Q1 		$197K Buy
+2,508
New +$181K 0.07% 170
2023
Q4 		– Sell
-2,508
Closed -$203K – 176
2023
Q3 		$203K Buy
+2,508
New +$185K 0.12% 136
2022
Q3 		– Sell
-2,508
Closed -$202K – 119
2022
Q2 		$202K Buy
+2,508
New +$203K 0.13% 105

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Opal Wealth Advisors's USO Position: Q2 2026 in Review

Opal Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 2,508 shares — an estimated $319K sold.

Opal Wealth Advisors first reported a position in USO in Q2 2022 and held it in 7 quarters. The position peaked at $319K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Opal Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,508 United States Oil Fund shares in Q2 2026, an estimated $319K.
  • Opal Wealth Advisors first reported a position in United States Oil Fund in Q2 2022 and held it in 7 quarters.
  • Opal Wealth Advisors's United States Oil Fund position peaked at $319K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.